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
Brandon David Johnson
Feed of 09/14/2026
At current firm
8 y
since Jun 2, 2018
In the industry
21 y
since Mar 1, 2005 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Lexaurum Advisors independent RIA currentsince Jun 2, 2018 · Guthrie, Ok
- Summit Financial Group Inc formerSep 1, 2016 to May 14, 2018 · Oklahoma City, Ok
- Vsr Advisory Services formerJul 21, 2006 to Sep 1, 2016 · Overland Park, Ks
- Waddell & Reed formerMar 4, 2005 to Jul 28, 2006 · Edmond, Ok
Moves
a registration end followed by a registration begin elsewhere
- Summit Financial Group Inc to Lexaurum Advisorsleft May 14, 2018, registered Jun 2, 2018 (19 days) · Affiliated broker-dealer or bank to independent RIA
- Vsr Advisory Services to Summit Financial Group Incleft Sep 1, 2016, registered Sep 1, 2016 (0 days) · corporate re-registration, not a move
- Waddell & Reed to Vsr Advisory Servicesleft Jul 28, 2006, registered Jul 21, 2006 (-7 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address