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1745 Shea Center Dr 4Th Floor, Highlands Ranch, CO 80129 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
Branch Locations
1745 Shea Center Dr 4Th Floor, Highlands Ranch, CO 80129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roots First Wealth Management | Englewood | CO | 03/2023 | Present |
| Matthew Y. Johnson, Sole Proprietor | Englewood | CO | 12/2020 | Present |
| Ernst & Young | Denver | CO | 08/2015 | 01/2021 |
| Social Security Education Center | Littleton | CO | 01/2024 | Present |
Name: Matthew Y. Johnson, Sole Proprietor Investment related: Yes Address: Littleton, CO Position: Insurance Agent Start Date: 12/2020 Hours/month: 200 Securities trading hours: 160 Description of duties: Insurance sales and service 2)Social Security Education Center; Littleton, CO; Investment Related; Non-profit; President/Director; Started 01/2024; Approximately 4 hours spent per month on this activity during securities trading hours; Duties include: Decision making and Operations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-01 |
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