Tracy Lynn Johnson

Current Employers

Geometric Wealth Advisors, Llc

Washington, DC • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2021-04-28
TX	RA	APPROVED	2021-04-11

MN RA
APPROVED

Since 2021-04-28
TX RA
APPROVED

Since 2021-04-11

Branch Locations

Washington, DC • United States

Minneapolis, MN • 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

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Minneapolis	MN	05/2016	03/2021
Geometric Wealth Advisors	Minneapolis	MN	03/2021	Present

05/2016 → 03/2021

Ameriprise Financial Services, Inc.

Minneapolis, MN
03/2021 → Present

Geometric Wealth Advisors

Minneapolis, MN

Other Businesses

Residential rental property owner in New Brighton, MN (investment-related). Property is owned directly. Start date: October 2022 Approximate hours/month: <0.5 (none during business hours) Duties: Property owner (management is outsourced)

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-04-05

S65 Uniform Investment Adviser Law Examination

2021-04-05

Designations

View on SEC IAPD