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RIA / WealthAdvisordual registered (broker-dealer)37 years in industrynot currently registered

DBIE ANNA JOHNSON

Advisor at ALERA INVESTMENT ADVISORS, LLC

DEERFIELD, IL | Cincinnati, OH

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Search this name across graphsid dfx:ria:ffdc174e-6e16-0ab9-8853-a24b21c7f26b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Mar 21, 2003 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: ALERA INVESTMENT ADVISORS, LLC
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 12, 1988earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Oct 12, 1988
First registration: Mar 21, 2003
Dual registered: yes, broker-dealer
Other names: DBIE ANNA BURDICK|DBIE BURDICK|DBIE MILLER BURDICK|DBIE ANNA MILLER|DBIE ANNA BURDICK|DBIE ANNA MORRISON|DBIE ANNA MORRISON
IAPD individual key: 1861767

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
ALERA INVESTMENT ADVISORS, LLC	Mixed wealth	Nov 1, 2024	n/a	yes	Cincinnati, OH\|DEERFIELD, IL	Current employment
ALERA INVESTMENT ADVISORS, LLC	Mixed wealth	Aug 5, 2024	Sep 4, 2024	no	DEERFIELD, IL\|Cincinnati, OH	Previous registration
GLOBAL RETIREMENT PARTNERS LLC	Institutional manager	Feb 9, 2022	Nov 1, 2024	no	Scottsdale, AZ\|SAN RAFAEL, CA	Previous registration
AMERITAS ADVISORY SERVICES	Former SEC adviser	Jan 24, 2018	Jun 15, 2021	no	CINCINNATI, OH	Previous registration
STANCORP INVESTMENT ADVISERS, INC.	Other adviser	Apr 4, 2007	Jan 22, 2018	no	CINCINNATI, OH\|Cincinnati, OH	Previous registration
FOURTH STREET PERFORMANCE PARTNERS, INC.	Former SEC adviser	Mar 21, 2003	Feb 23, 2007	no	CINCINNATI, OH	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
GLOBAL RETIREMENT PARTNERS LLC	ALERA INVESTMENT ADVISORS, LLC	Nov 1, 2024	Aug 5, 2024	-88	Firm change after gap	Other
AMERITAS ADVISORY SERVICES	GLOBAL RETIREMENT PARTNERS LLC	Jun 15, 2021	Feb 9, 2022	239	Firm change	Other
STANCORP INVESTMENT ADVISERS, INC.	AMERITAS ADVISORY SERVICES	Jan 22, 2018	Jan 24, 2018	2	Firm change	Other
FOURTH STREET PERFORMANCE PARTNERS, INC.	STANCORP INVESTMENT ADVISERS, INC.	Feb 23, 2007	Apr 4, 2007	40	Firm change	Other

Relationships

Registered with (5)

→ ALERA INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 5, 2024 to Sep 4, 2024factForm ADV
→ GLOBAL RETIREMENT PARTNERS LLCRegistered adviserregistration: previous registration
Feb 9, 2022 to Nov 1, 2024factForm ADV
→ AMERITAS ADVISORY SERVICESRegistered adviserregistration: previous registration
Jan 24, 2018 to Jun 15, 2021factForm ADV
→ STANCORP INVESTMENT ADVISERS, INC.Registered adviserregistration: previous registration
Apr 4, 2007 to Jan 22, 2018factForm ADV
→ FOURTH STREET PERFORMANCE PARTNERS, INC.Registered adviserregistration: previous registration
Mar 21, 2003 to Feb 23, 2007factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Nov 1, 2024
Advisor changed firm
Dbie Anna Johnson left Global Retirement Partners Llc for Alera Investment Advisors, Llc (registered 2024-08-05)
Form ADVobserved 6 days ago

Show 1 bookkeeping events

First seen by DFX
Sep 16, 2026
date not stated
Dbie Anna Johnson no longer holds an investment adviser registration (last listed at Alera Investment Advisors, Llc on the 2026-09-15 feed)