DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Dbie Anna Johnson

Alera Investment Advisors, LLCmixed wealthDeerfield, Il dual registrantIAPD 1861767

Feed of 09/14/2026

Also filed as Dbie Anna Burdick

At current firm

1 y

since Nov 1, 2024

In the industry

37 y

since Oct 12, 1988 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Alera Investment Advisors, LLC mixed wealth current
since Nov 1, 2024 · Cincinnati, Oh
Alera Investment Advisors, LLC mixed wealth
Aug 5, 2024 to Sep 4, 2024 · Deerfield, Il
Global Retirement Partners LLC institutional
Feb 9, 2022 to Nov 1, 2024 · Scottsdale, Az
Ameritas Advisory Services former
Jan 24, 2018 to Jun 15, 2021 · Cincinnati, Oh
Stancorp Investment Advisers, Inc. other
Apr 4, 2007 to Jan 22, 2018 · Cincinnati, Oh
Fourth Street Performance Partners, Inc. former
Mar 21, 2003 to Feb 23, 2007 · Cincinnati, Oh

Moves

a registration end followed by a registration begin elsewhere

Global Retirement Partners LLC to Alera Investment Advisors, LLC
left Nov 1, 2024, registered Aug 5, 2024 (-88 days) · Other
Ameritas Advisory Services to Global Retirement Partners LLC
left Jun 15, 2021, registered Feb 9, 2022 (239 days) · Other
Stancorp Investment Advisers, Inc. to Ameritas Advisory Services
left Jan 22, 2018, registered Jan 24, 2018 (2 days) · Other
Fourth Street Performance Partners, Inc. to Stancorp Investment Advisers, Inc.
left Feb 23, 2007, registered Apr 4, 2007 (40 days) · Other

Signals

Dbie Anna Johnson no longer holds an investment adviser registration (last listed at Alera Investment Advisors, Llc on the 2026-09-15 feed)
Sep 15, 2026 · Advisor registration ended · derived
Dbie Anna Johnson left Global Retirement Partners Llc for Alera Investment Advisors, Llc (registered 2024-08-05)
Nov 1, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wealth manager with institutional or fund businessderived
Years in industry: 37derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address