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Crofton, MD • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2020-11-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thompson Financial Group Llc | Hunt Valley | MD | 07/2007 | 01/2017 |
| Massmutual Life Insurance Company | Hunt Valley | MD | 12/2007 | 01/2017 |
| Mml Investors Services, Llc | Hunt Valley | MD | 02/2008 | 01/2017 |
| The O.N. Equity Sales Company | Cincinnati | OH | 02/2017 | 11/2020 |
| Ohio National Financial Services | Cincinnati | OH | 06/2016 | 10/2020 |
| Emerson James Advisors, Llc | Manchester | MD | 11/2020 | Present |
| Daniel J. Johnson, Sole Proprietor | Manchester | MD | 10/2020 | Present |
| On Investment Management Co | Manchester | MD | 05/2017 | 11/2020 |
1). Dan Johnson, Sole Proprietor; Insurance Sales; investment related; Manchester, MD 21102; Owner; start: 10/2020; 15 Hours/Month (15 during market hours); advise clients in securing various insurance products: Traditional Life, Health, Disability, LTC, and Fixed Annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-20 |
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