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Keith Merritt Johnson

Benefit Financial Services Group

Lakewood Ranch, FL

Irvine, CA

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Current Employers
Benefit Financial Services Group

2040 Main Street Suite 720, Irvine, CA 92614 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-14
CA RA APPROVED 2019-09-07
  • FL RA
    APPROVED
    Since 2026-05-14
  • CA RA
    APPROVED
    Since 2019-09-07

Branch Locations

Lakewood Ranch, FL • United States

2040 Main Street Suite 720, Irvine, CA 92614 • 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
Benefit Financial Services Group Irvine CA 09/2019 Present
Allworth Financial (Formerly Hanson Mcclain) Sacremento CA 06/2016 05/2019
Unemployed Highlands Ranch CO 06/2019 08/2019
  • 09/2019 → Present
    Benefit Financial Services Group
    Irvine, CA
  • 06/2016 → 05/2019
    Allworth Financial (Formerly Hanson Mcclain)
    Sacremento, CA
  • 06/2019 → 08/2019
    Unemployed
    Highlands Ranch, CO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-02-28
S63 Uniform Securities Agent State Law Examination 1995-12-01
  • S65 Uniform Investment Adviser Law Examination
    2005-02-28
  • S63 Uniform Securities Agent State Law Examination
    1995-12-01
Designations
Other Names
  • Keith Merritt Johnson

View on SEC IAPD

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Alexandra M Hatfield
Michael C Cermak
PAMELA RUTH MILLER
WILLIAM BRUCE BODY
ANDREW OLSON WALTHER

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · LAKEWOOD RANCH, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Lakewood Ranch, FL
LPL FINANCIAL LLC · BRADENTON, FL
CETERA INVESTMENT ADVISERS LLC · LAKEWOOD RANCH, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LAKEWOOD RANCH, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BRADENTON, FL
NEWEDGE ADVISORS · Lakewood Ranch, FL
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC · Lakewood Ranch, FL

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