Samuel Johnson

$310B regulatory AUM 1,893 advisory clients

Reported services (Item 5G)

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

200 Vesey St., New York, NY 10281 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-04-21
NY	RA	APPROVED	2026-04-21
TX	RA	APPROVED	2026-04-21
VA	RA	APPROVED	2026-04-21

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	08/2024	04/2026
Sdg Group	Bedminster	NJ	02/2023	09/2023
Unemployed	Flemington	NJ	10/2023	08/2024
University Of Maryland	College Park	MD	08/2018	05/2022
Royce Brook Golf Club	Hillsborough	NJ	06/2019	08/2019
Instacart	Flemington	NJ	06/2020	08/2023
Hunterdon Central Regional High School	Flemington	NJ	08/2014	06/2018
Sneakers Plus	Flemington	NJ	07/2017	05/2020
Ups	Flemington	NJ	12/2021	12/2022
Amazon	Somerset	NJ	06/2021	06/2021
Bank Of America, N.A.	Pennington	NJ	10/2024	04/2026
Rbc Capital Markets, Llc	New York	NY	04/2026	Present

08/2024 → 04/2026

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
02/2023 → 09/2023

Sdg Group

Bedminster, NJ
10/2023 → 08/2024

Unemployed

Flemington, NJ
08/2018 → 05/2022

University Of Maryland

College Park, MD
06/2019 → 08/2019

Royce Brook Golf Club

Hillsborough, NJ
06/2020 → 08/2023

Instacart

Flemington, NJ
08/2014 → 06/2018

Hunterdon Central Regional High School

Flemington, NJ
07/2017 → 05/2020

Sneakers Plus

Flemington, NJ
12/2021 → 12/2022

Ups

Flemington, NJ
06/2021 → 06/2021

Amazon

Somerset, NJ
10/2024 → 04/2026

Bank Of America, N.A.

Pennington, NJ
04/2026 → Present

Rbc Capital Markets, Llc

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-11-22