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Inactive

Patrick Johnson

Concentus Wealth Advisors

Newtown Square, PA

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Current Employers
Concentus Wealth Advisors

3803 West Chester Pike Suite 225, Newtown Square, PA 19073 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-01
PA RA APPROVED 2021-05-07
  • TX RA
    APPROVED
    Since 2025-07-01
  • PA RA
    APPROVED
    Since 2021-05-07

Branch Locations

3803 West Chester Pike Suite 225, Newtown Square, PA 19073 • 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
The Vanguard Group, Inc. Malvern PA 08/2020 04/2021
Beacon Pointe Wealth Advisors Bala Cynwyd PA 06/2019 08/2019
Doordash Springfield PA 05/2020 05/2021
Temple University Campus Recreation Philadelphia PA 01/2019 05/2020
Temple University Philadelphia PA 09/2016 05/2017
Temple University Philadelphia PA 09/2017 05/2018
Temple University Philadelphia PA 09/2018 05/2019
Temple University Philadelphia PA 09/2019 05/2020
Dt Investment Partners Chadds Ford PA 06/2017 08/2017
Carmine's Newtown Square PA 05/2017 09/2017
Carmine's Newtown Square PA 05/2018 09/2018
Concentus Wealth Advisors King Of Prussia PA 05/2021 Present
  • 08/2020 → 04/2021
    The Vanguard Group, Inc.
    Malvern, PA
  • 06/2019 → 08/2019
    Beacon Pointe Wealth Advisors
    Bala Cynwyd, PA
  • 05/2020 → 05/2021
    Doordash
    Springfield, PA
  • 01/2019 → 05/2020
    Temple University Campus Recreation
    Philadelphia, PA
  • 09/2016 → 05/2017
    Temple University
    Philadelphia, PA
  • 09/2017 → 05/2018
    Temple University
    Philadelphia, PA
  • 09/2018 → 05/2019
    Temple University
    Philadelphia, PA
  • 09/2019 → 05/2020
    Temple University
    Philadelphia, PA
  • 06/2017 → 08/2017
    Dt Investment Partners
    Chadds Ford, PA
  • 05/2017 → 09/2017
    Carmine's
    Newtown Square, PA
  • 05/2018 → 09/2018
    Carmine's
    Newtown Square, PA
  • 05/2021 → Present
    Concentus Wealth Advisors
    King Of Prussia, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-10-06
S65 Uniform Investment Adviser Law Examination 2018-10-04
  • S63 Uniform Securities Agent State Law Examination
    2020-10-06
  • S65 Uniform Investment Adviser Law Examination
    2018-10-04
Designations
Other Names
  • Pj Johnson
  • Patrick James Johnson
  • Patrick Johnson
  • Patrick James Johnson

View on SEC IAPD

Other Firms

UP FINTECH ASSET MANAGEMENT
NEWSQUARE CAPITAL, LLC
LYNCH INVESTMENT PLANNING, LLC
MML INVESTORS SERVICES, LLC
PRIVATE ADVISOR GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
GWN SECURITIES INC.
EQUUS CAPITAL PARTNERS, LTD.

Other Investors

Yang Xu
MIGUEL L BIAMON
Tyler Andrew Pugliese
TIMOTHY ANDREW CHISHOLM
LEE SCOTT GROUT
RYAN L KIRK
Robert Kenneth Kuberski
David Francis Lynch

Other Offices

UP FINTECH ASSET MANAGEMENT · NEWTOWN SQUARE, PA
NEWSQUARE CAPITAL, LLC · NEWTOWN SQUARE, PA
LYNCH INVESTMENT PLANNING, LLC · NEWTOWN SQUARE, PA
MML INVESTORS SERVICES, LLC · NEWTOWN SQUARE, PA
MML INVESTORS SERVICES, LLC · Newtown Square, PA
PRIVATE ADVISOR GROUP, LLC · Newtown Square, PA
CETERA INVESTMENT ADVISERS LLC · NEWTOWN SQUARE, PA
GWN SECURITIES INC. · NEWTOWN SQUARE, PA

More in Newtown Square, PA

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