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RIA / WealthAdvisorCertified Financial Planner15 years in industry

DANIEL CALHOUN JOHNSON

Advisor at THE WEALTH CONSERVATORY

LEBANON, NH | WINSTON SALEM, NC

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 27, 2011 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: THE WEALTH CONSERVATORY
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 18, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 6
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Apr 18, 2011
First registration: May 27, 2011
Dual registered: no
IAPD individual key: 5898101

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
THE WEALTH CONSERVATORY	Independent wealth	Dec 16, 2024	n/a	yes	LEBANON, NH\|WINSTON SALEM, NC	Current employment
REFOCUS FINANCIAL	n/a	Feb 9, 2021	Dec 13, 2024	no	WINSTON-SALEM, NC	Previous registration
PARSEC FINANCIAL	Former SEC adviser	Aug 19, 2013	Feb 2, 2021	no	ASHEVILLE, NC	Previous registration
CREDIT UNION INVESTMENT SERVICES	State registered	May 27, 2011	Jul 17, 2012	no	WILSON, NC	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
REFOCUS FINANCIAL	THE WEALTH CONSERVATORY	Dec 13, 2024	Dec 16, 2024	3	Firm change	Other
PARSEC FINANCIAL	REFOCUS FINANCIAL	Feb 2, 2021	Feb 9, 2021	7	Firm change	Other
CREDIT UNION INVESTMENT SERVICES	PARSEC FINANCIAL	Jul 17, 2012	Aug 19, 2013	398	Firm change	Other

Relationships

Registered with (4)

→ THE WEALTH CONSERVATORYRegistered adviserregistration: current employment
Dec 16, 2024 to presentfactForm ADV
→ REFOCUS FINANCIALRegistered adviserregistration: previous registration
Feb 9, 2021 to Dec 13, 2024factForm ADV
→ PARSEC FINANCIALRegistered adviserregistration: previous registration
Aug 19, 2013 to Feb 2, 2021factForm ADV
→ CREDIT UNION INVESTMENT SERVICESRegistered adviserregistration: previous registration
May 27, 2011 to Jul 17, 2012factForm ADV

Dated events

Occurred
Dec 13, 2024
Advisor changed firm
Daniel Calhoun Johnson left Refocus Financial for The Wealth Conservatory (registered 2024-12-16)
Form ADVobserved 4 days ago