Daniel Calhoun Johnson

Employer firm

The Wealth Conservatory CRD 115932

$138M regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 02/2021
  Parsec Financial Management Inc.
  Asheville, NC
• 02/2021 → 12/2024
  Refocus Financial Planning
  Winston Salem, NC
• 12/2024 → Present
  Comprehensive Planning Associates, Inc.
  Lebanon, NH

Previous Registrations

• 2021-02-09 → 2024-12-13
  Refocus Financial
  Winston-Salem, NC
• 2013-08-19 → 2021-02-02
  Parsec Financial
  Asheville, NC
• 2011-05-27 → 2012-07-17
  Credit Union Investment Services
  Wilson, NC

Other Businesses

1) Rental Properties Owned (Oak Crest Management LLC, DJSJ Management, LLC, Idlewilde Homes, LLC) 2) Yes 3 Winston-Salem, NC 4) Real Estate Rental 5) Owner 6) 8/2007 7) 1 hr/month 8) 0 hrs/month 9) Manage financials, communication with tenants

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-05-26
• S63 Uniform Securities Agent State Law Examination
  2011-04-18

Designations

• Certified Financial Planner