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Current Employers
Baseline Investments, Llc

580 California Street 12Th Floor, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-01-23
  • CA RA
    APPROVED
    Since 2024-01-23

Branch Locations

580 California Street 12Th Floor, San Francisco, CA 94104 • United States

Greenwood Wealth Management, Llc

580 California St. 12Th Floor, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-12-04
  • CA RA
    APPROVED
    Since 2020-12-04

Branch Locations

580 California St. 12Th Floor, San Francisco, CA 94104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
A'REve Event Production, Llc Danville CA 01/2013 03/2020
Baseline Investments, Llc Las Vegas NV 09/2017 Present
Npb Financial Group, Llc Burbank CA 07/2019 06/2020
Greenwood Wealth Management, Llc San Francisco CA 09/2020 Present
Aeioh, Llc San Diego CA 08/2023 Present
  • 01/2013 → 03/2020
    A'REve Event Production, Llc
    Danville, CA
  • 09/2017 → Present
    Las Vegas, NV
  • 07/2019 → 06/2020
    Npb Financial Group, Llc
    Burbank, CA
  • 09/2020 → Present
    San Francisco, CA
  • 08/2023 → Present
    Aeioh, Llc
    San Diego, CA
Previous Registrations
  • 2018-09-06 → 2023-12-31
    San Francisco, CA
  • 2019-08-01 → 2020-06-30
    Npb Financial Group, Llc
    Las Vegas, NV
Other Businesses

Whitney Erin Johnson is managing member of Greenwood Wealth Management, LLC. She is also a registered investment adviser with Greenwood Wealth Management, LLC. She will not offer clients any services from this outside business activity. AEIOH, LLC - Noninvestment related - 100 Park Plaza #720, San Diego, CA 92101 - Real Estate - Managing Member - Approximately 1 hr/month, during non trading hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-16
  • S65 Uniform Investment Adviser Law Examination
    2018-03-16
Other Names
  • Valentine
  • Whitney J Valentine
  • Whitney E Johnson
  • Whitney Erin Johnson

View on SEC IAPD

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