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Johnson Dunn Capital Advisors, Inc. CRD 320849
$156M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Palm Harbor, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2022-06-16 |
Branch Locations
36750 Us 19 North Innisbrook #2354, Palm Harbor, FL 34684 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Tarpon Springs | FL | 07/2010 | 06/2022 |
| Johnson Dunn Capital Advisors, Inc. | Palm Harbor | FL | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-22 |
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