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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-07-09 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
3393 Merlin Drive, Suite C, Idaho Falls, ID 83404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tanner Johnson | Logan | UT | 09/2012 | Present |
| Waddell & Reed, Inc. | Idaho Falls | ID | 03/2016 | 02/2018 |
| Arete Wealth Management Llc | Chicago | IL | 03/2018 | 12/2019 |
| Zero Day Capital Enterprises Llc | Swan Valley | ID | 10/2024 | 07/2025 |
| Oak Lane Advisors | Ammon | ID | 03/2018 | 10/2024 |
| Private Advisor Group, Llc | Morristown | NJ | 07/2025 | Present |
1.Mr. Johnson uses Willow Creek Wealth Management as the name of the business under which he provides investment advice through Private Advisor Group, LLC. This activity is located at the address where Mr. Johnson is registered, and is related to his investment services practice. Mr. Johnson devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Mr. Johnson devotes to activity providing investment services through Private Advisor Group. 2.Mr. Johnson holds a license to sell insurance, but any such insurance business is separate and apart from investment advisory services that Mr. Johnson provides. Mr. Johnson may recommend the purchase of certain insurance-related products on a commission basis. This activity is located at the address where Mr. Johnson is registered, but is not related to his investment services practice. Mr. Johnson devotes about 5 hours per month to this activity, including about 5 hours during securities trading hours. Clients can engage Mr. Johnson to purchase insurance products on a commission basis, but any such purchases are separate and apart from Private Advisor Group. 3. Mr. Johnson is self-employed in carpentry and other construction related jobs. This activity does not take place at the at address at which he is registered, and is not related to his investment services practice. Mr. Johnson devotes about 10 hours per month to this activity, including about 10 hours during securities trading hours. This activity is separate and apart from Private Advisor Group, although advisory clients may also employ Mr. Johnson as a carpenter.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-14 |
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