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3500 W. Olive Ave Suite 730, Burbank, CA 91505 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-05-09 |
| TX | RA | APPROVED | 2024-05-09 |
Branch Locations
Hilton Head, SC • United States
3500 W. Olive Ave Suite 730, Burbank, CA 91505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Polaris Capital Advisors, Llc | Hilton Head Island | SC | 11/2009 | 05/2020 |
| Ritholtz Wealth Management | New York | NY | 05/2020 | 05/2024 |
| Lazari Capital Management, Inc. | Woodland Hills | CA | 05/2024 | Present |
Emily Johnson is a licensed insurance agent in South Carolina, Georgia and Florida. From time to time, she will offer clients advice or products from those activities. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Representatives of PCA always act in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of PCA in their capacity as an insurance agent. Emily Johnson also earns income as a financial consultant in divorce, as a CDFA for Divorce&QDRO (dba for EAJ, Inc.) assisting attorneys, clients and mediators define financial settlements in the best interests of the client(s). Typically, she bills an hourly rate for this service. Emily Johnson is also the co-owner of Johnson's Urban Farm, LLC located in Hilton Head, SC, which provides fresh produce and educational programs to local customers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-22 |
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