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

Josh Eric Altman

Johnson Brunettiindependent RIAWethersfield, CtIA-onlyIAPD 6816080

Feed of 09/14/2026

Also filed as Josh Altman

At current firm

2 y

since Aug 28, 2024

In the industry

11 y

since May 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Johnson Brunetti independent RIA current
since Aug 28, 2024 · Wethersfield, Ct
LPL Financial LLC BD affiliated
Sep 7, 2023 to Jul 30, 2024 · Burlington, Ma
Commonwealth Financial Network national BD
Nov 2, 2022 to Jul 6, 2023 · Newburyport, Ma
Charles Schwab & Co., Inc. national BD
Jan 27, 2022 to Nov 3, 2022 · Burlington, Ma
Td Ameritrade Investment Management, LLC former
Aug 18, 2017 to Nov 3, 2022 · Burlington, Ma
Td Ameritrade, Inc. former
Aug 18, 2017 to Oct 14, 2022 · San Diego, Ca

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Johnson Brunetti
left Jul 30, 2024, registered Aug 28, 2024 (29 days) · Affiliated broker-dealer or bank to independent RIA
Commonwealth Financial Network to LPL Financial LLC
left Jul 6, 2023, registered Sep 7, 2023 (63 days) · Affiliated broker-dealer or bank to another
Td Ameritrade Investment Management, LLC to Charles Schwab & Co., Inc.
left Nov 3, 2022, registered Jan 27, 2022 (-280 days) · channel change inside one enterprise, not a move
Charles Schwab & Co., Inc. to Commonwealth Financial Network
left Nov 3, 2022, registered Nov 2, 2022 (-1 days) · Affiliated broker-dealer or bank to another
Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLC
left Oct 14, 2022, registered Aug 18, 2017 (-1883 days) · corporate re-registration, not a move

Signals

Josh Eric Altman left Lpl Financial Llc for Johnson Brunetti (registered 2024-08-28)
Jul 30, 2024 · Advisor changed firm · fact
Josh Eric Altman left Commonwealth Financial Network for Lpl Financial Llc (registered 2023-09-07)
Jul 6, 2023 · Advisor changed firm · fact
Josh Eric Altman left Charles Schwab & Co., Inc. for Commonwealth Financial Network (registered 2022-11-02)
Nov 3, 2022 · 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: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address