Sara Dorothy Johnson

Current Employers

Accelerate Retirement

120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2023-09-19

AZ RA
APPROVED

Since 2023-09-19

Branch Locations

Scottsdale, AZ • United States

120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • 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
Accelerate Retirement	Aliso Viejo	CA	09/2023	Present
Abc Insurance Trust	Washington D.C.	DC	07/2023	Present
Sunwest Pensions	Mesa	AZ	05/2021	07/2023
Bcj Financial Group	Scottsdale	AZ	06/2017	04/2021
Pkb Retirement Services	Mesa	AZ	11/2013	05/2017

09/2023 → Present

Accelerate Retirement

Aliso Viejo, CA
07/2023 → Present

Abc Insurance Trust

Washington D.C., DC
05/2021 → 07/2023

Sunwest Pensions

Mesa, AZ
06/2017 → 04/2021

Bcj Financial Group

Scottsdale, AZ
11/2013 → 05/2017

Pkb Retirement Services

Mesa, AZ

Other Businesses

(1) ABC Insurance Trust (2) Business provides benefits to members of the Associated Builders and Contractors (ABC) trade association. (3) 440 First St., N.W., Suite 200, Washington, DC 20001(4) Business provides benefits to members of the ABC trade association. (5) Retirement Plan Consultant (6) July 17, 2023; 160 hours a month, during most trading hours. (9) I support and provide retirement plan consulting to the members of the ABC trade association.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-08-28

S65 Uniform Investment Adviser Law Examination

2023-08-28