Daniel Matthew Johnson

Current Employers

Employment History

• 11/2007 → 07/2022
  Lpl Financial
  Charlotte, NC
• 07/2022 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 07/2022 → 02/2025
  Osaic Wealth Inc.
  Jersey City, NJ
• 02/2025 → 01/2026
  Unemployed
  Charlotte, NC
• 01/2026 → Present
  Lpl Financial
  Rock Hill, SC
• 01/2026 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2023-08-01 → 2025-02-20
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 2022-07-19 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
• 2008-01-12 → 2022-07-21
  Lpl Financial Llc
  Charlotte, NC
  Fort Mill, SC
• 2006-07-31 → 2007-11-12
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC

Other Businesses

1. 01/2026 - Private Advisor Group - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 1/5/2026 2. 03/11/2026 - Private Advisor Group - Registered Investment Advisor - Investment Related - At Reported Business Location(s) - Start Date 01/05/2026 - 160 hours per month/ during trading - I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 01/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-07-28
• S63 Uniform Securities Agent State Law Examination
  2000-05-25

Designations