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
Ivory Jerome Johnson
Certified Financial Planner
Feed of 09/15/2026
Also filed as Ivory J Johnson
At current firm
5 y
since Aug 13, 2021
In the industry
35 y
since Dec 4, 1990 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Consolidated Portfolio Review Corp independent RIA currentsince Aug 13, 2021 · Palm Coast, Fl
- Independent Financial Partners BD affiliatedMay 9, 2012 to Sep 3, 2021 · Washington, Dc
- Berkshire Money Management, Inc. independent RIANov 27, 2007 to May 8, 2014 · Washington, Dc
- Scarborough Capital Management, Inc. formerJul 5, 2001 to Apr 9, 2012 · Annapolis, Md
Moves
a registration end followed by a registration begin elsewhere
- Independent Financial Partners to Consolidated Portfolio Review Corpleft Sep 3, 2021, registered Aug 13, 2021 (-21 days) · Affiliated broker-dealer or bank to independent RIA
- Berkshire Money Management, Inc. to Independent Financial Partnersleft May 8, 2014, registered May 9, 2012 (-729 days) · Other
- Scarborough Capital Management, Inc. to Berkshire Money Management, Inc.left Apr 9, 2012, registered Nov 27, 2007 (-1595 days) · Other
Signals
No dated event on this person.
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
- Independent wealth managerderived
- Years in industry
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address