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Registered advisor
A•••• N••••• O••••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as A•••• N••••• Johnsen
At current firm
1 y
since Feb 18, 2025
In the industry
12 y
since May 23, 2014 (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
1
dated events on this person
Registration history
IAPD current and previous registrations
- E••••• J•••• national BD currentsince Feb 18, 2025 · Bozeman, Mt
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedMay 15, 2018 to Feb 19, 2025 · Bozeman, Mt
- W•••• F•••• A••••••• wirehouseSep 25, 2017 to May 15, 2018 · Bozeman, Mt
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseOct 1, 2014 to Sep 26, 2017 · Bozeman, Mt
Moves
a registration end followed by a registration begin elsewhere
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to E••••• J••••left Feb 19, 2025, registered Feb 18, 2025 (-1 days) · Affiliated broker-dealer or bank to another
- W•••• F•••• A••••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left May 15, 2018, registered May 15, 2018 (0 days) · Wirehouse to affiliated broker-dealer or bank
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to W•••• F•••• A•••••••left Sep 26, 2017, registered Sep 25, 2017 (-1 days) · Wirehouse to wirehouse
Signals
- A•••• N••••• O•••••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for E••••• J•••• (registered 2025-02-18)Feb 19, 2025 · 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
- National broker-dealer RIAderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address