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

Geoffrey Scott Johnson

Symmetry Partnersindependent RIAGlastonbury, Ct dual registrantIAPD 4410909

Feed of 09/15/2026

Also filed as Geoff Scott Johnson

At current firm

0 y

since Jan 30, 2026

In the industry

24 y

since Nov 7, 2001 (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

Symmetry Partners independent RIA current
since Jan 30, 2026 · Glastonbury, Ct
Usi Advisors institutional
Nov 17, 2025 to Jan 29, 2026 · Glastonbury, Ct
Alpha Cubed Investments, LLC former
Apr 25, 2025 to Jul 2, 2025 · Costa Mesa, Ca
Soltis Investment Advisors, LLC independent RIA
Mar 26, 2024 to Apr 25, 2025 · Bellevue, Wa
Virtus Investment Advisers, LLC asset manager
May 7, 2018 to Nov 27, 2023 · Puyallup, Wa
Edward Jones national BD
May 19, 2017 to Apr 11, 2018 · Algona, Wa
Manulife Investment Management (US) LLC asset manager
Jun 25, 2013 to Dec 31, 2015 · East Puyallup, Wa
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Apr 30, 2010 to Jan 9, 2013 · Tacoma, Wa
Russell Investments asset manager
Jan 26, 2006 to Apr 5, 2010 · Seattle, Wa
Piper Sandler & Co. institutional
Jul 16, 2004 to Aug 30, 2004 · Tacoma, Wa
Morgan Stanley Dw Inc. unclassified
May 3, 2002 to May 17, 2004 · Tacoma, Wa

Moves

a registration end followed by a registration begin elsewhere

Usi Advisors to Symmetry Partners
left Jan 29, 2026, registered Jan 30, 2026 (1 days) · Other
Alpha Cubed Investments, LLC to Usi Advisors
left Jul 2, 2025, registered Nov 17, 2025 (138 days) · Other
Soltis Investment Advisors, LLC to Alpha Cubed Investments, LLC
left Apr 25, 2025, registered Apr 25, 2025 (0 days) · RIA to RIA
Virtus Investment Advisers, LLC to Soltis Investment Advisors, LLC
left Nov 27, 2023, registered Mar 26, 2024 (120 days) · Other
Edward Jones to Virtus Investment Advisers, LLC
left Apr 11, 2018, registered May 7, 2018 (26 days) · Other
Manulife Investment Management (US) LLC to Edward Jones
left Dec 31, 2015, registered May 19, 2017 (505 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Manulife Investment Management (US) LLC
left Jan 9, 2013, registered Jun 25, 2013 (167 days) · Other
Russell Investments to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Apr 5, 2010, registered Apr 30, 2010 (25 days) · Other
Piper Sandler & Co. to Russell Investments
left Aug 30, 2004, registered Jan 26, 2006 (514 days) · Other
Morgan Stanley Dw Inc. to Piper Sandler & Co.
left May 17, 2004, registered Jul 16, 2004 (60 days) · Other

Signals

Geoffrey Scott Johnson left Usi Advisors for Symmetry Partners (registered 2026-01-30)
Jan 29, 2026 · Advisor changed firm · fact
Geoffrey Scott Johnson left Alpha Cubed Investments, Llc for Usi Advisors (registered 2025-11-17)
Jul 2, 2025 · Advisor changed firm · fact
Geoffrey Scott Johnson left Soltis Investment Advisors, Llc for Alpha Cubed Investments, Llc (registered 2025-04-25)
Apr 25, 2025 · Advisor changed firm · fact
Geoffrey Scott Johnson left Virtus Investment Advisers, Llc for Soltis Investment Advisors, Llc (registered 2024-03-26)
Nov 27, 2023 · 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: Independent wealth managerderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address