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2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2018-03-05 |
Branch Locations
2150 South 1300 East Suite 110, Salt Lake City, UT 84106 • United States
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yellowstone Partners | Salt Lake City | UT | 09/2011 | 02/2018 |
| Crown Capital Securities, Lp | Orange | CA | 09/2013 | 10/2017 |
| Dynamic Wealth Advisors Dba Fortress Asset Management | Phoenix | AZ | 02/2018 | Present |
Mr. Johnson is an Independent Insurance Agent and sells various insurance and annuity products and receives commissions in connection with these products if implemented by clients. Mr. Johnson spends approximately 1% of his time involved in this activity. This activity is investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-23 |
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