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Advisor at PWJOHNSON WEALTH MANAGEMENT
LOS ALTOS, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PWJOHNSON WEALTH MANAGEMENT | Former SEC adviser | Jul 1, 2020 | n/a | yes | LOS ALTOS, CA | Current employment |
| ONEASCENT FINANCIAL SERVICES LLC | Independent wealth | Dec 21, 2018 | Jul 1, 2020 | no | Los Altos, CA|BIRMINGHAM, AL | Previous registration |
| PWJOHNSON WEALTH MANAGEMENT | Former SEC adviser | May 16, 1990 | Dec 20, 2018 | no | SUNNYVALE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ONEASCENT FINANCIAL SERVICES LLC | PWJOHNSON WEALTH MANAGEMENT | Jul 1, 2020 | Jul 1, 2020 | 0 | Firm change | Other |
| PWJOHNSON WEALTH MANAGEMENT | ONEASCENT FINANCIAL SERVICES LLC | Dec 20, 2018 | Dec 21, 2018 | 1 | Firm change | Other |