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RIA / WealthAdvisor22 years in industry

HOWARD REID JOHNSON

Advisor at CRESTVIEW WEALTH MANAGEMENT, LLC

ROCKWALL, TX

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Search this name across graphsid dfx:ria:bd9e7a0f-7291-0615-42c8-b0b518809ec0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Mar 17, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CRESTVIEW WEALTH MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Jan 13, 2014
First registration: Mar 17, 2014
Dual registered: no
Other names: REID JOHNSON
IAPD individual key: 6294312

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CRESTVIEW WEALTH MANAGEMENT, LLC	State registered	Jan 16, 2025	n/a	yes	ROCKWALL, TX	Current employment
IAMS WEALTH MANAGEMENT, LLC	Independent wealth	May 24, 2024	Feb 5, 2025	no	Rockwall, TX\|OMAHA, NE	Previous registration
MERCER GLOBAL ADVISORS INC.	Independent wealth	Feb 15, 2022	Jun 30, 2022	no	DENVER, CO\|Heath, TX	Previous registration
LAKE POINT WEALTH MANAGEMENT, LLC	Former SEC adviser	Mar 17, 2014	Jul 20, 2022	no	HEATH, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
IAMS WEALTH MANAGEMENT, LLC	CRESTVIEW WEALTH MANAGEMENT, LLC	Feb 5, 2025	Jan 16, 2025	-20	Firm change	RIA to state RIA
LAKE POINT WEALTH MANAGEMENT, LLC	MERCER GLOBAL ADVISORS INC.	Jul 20, 2022	Feb 15, 2022	-155	Firm change after gap	Other
MERCER GLOBAL ADVISORS INC.	IAMS WEALTH MANAGEMENT, LLC	Jun 30, 2022	May 24, 2024	694	Firm change after gap	RIA to RIA

Relationships

Registered with (4)

→ CRESTVIEW WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jan 16, 2025 to presentfactForm ADV
→ IAMS WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 24, 2024 to Feb 5, 2025factForm ADV
→ LAKE POINT WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 17, 2014 to Jul 20, 2022factForm ADV
→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: previous registration
Feb 15, 2022 to Jun 30, 2022factForm ADV

Dated events

Occurred
Feb 5, 2025
Advisor changed firm
Howard Reid Johnson left Iams Wealth Management, Llc for Crestview Wealth Management, Llc (registered 2025-01-16)
Form ADVobserved 6 days ago
Occurred
Jul 20, 2022
Advisor changed firm
Howard Reid Johnson left Lake Point Wealth Management, Llc for Mercer Global Advisors Inc. (registered 2022-02-15)
Form ADVobserved 6 days ago
Occurred
Jun 30, 2022
Advisor changed firm
Howard Reid Johnson left Mercer Global Advisors Inc. for Iams Wealth Management, Llc (registered 2024-05-24)
Form ADVobserved 6 days ago