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Bradley Keith Johnston

Fiduciary Benefits Group

San Diego, CA

Meridian, ID

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Current Employers
Fiduciary Benefits Group

San Diego, CA • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2024-07-11
TX RA APPROVED 2023-08-17
CA RA APPROVED 2023-07-07
  • ID RA
    APPROVED
    Since 2024-07-11
  • TX RA
    APPROVED
    Since 2023-08-17
  • CA RA
    APPROVED
    Since 2023-07-07

Branch Locations

San Diego, CA • United States

Meridian, ID • 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
Reilly Financial Advisors La Mesa CA 06/2016 06/2017
Reilly Financial Advisors La Mesa CA 06/2017 06/2018
Reilly Financial Advisors La Mesa CA 06/2018 06/2019
Reilly Financial Advisors La Mesa CA 06/2019 11/2021
Reilly Financial Advisors La Mesa CA 11/2021 01/2022
Creative Planning, Llc La Mesa CA 01/2022 07/2023
Fiduciary Benefits Group San Diego CA 07/2023 Present
  • 06/2016 → 06/2017
    Reilly Financial Advisors
    La Mesa, CA
  • 06/2017 → 06/2018
    Reilly Financial Advisors
    La Mesa, CA
  • 06/2018 → 06/2019
    Reilly Financial Advisors
    La Mesa, CA
  • 06/2019 → 11/2021
    Reilly Financial Advisors
    La Mesa, CA
  • 11/2021 → 01/2022
    Reilly Financial Advisors
    La Mesa, CA
  • 01/2022 → 07/2023
    Creative Planning, Llc
    La Mesa, CA
  • 07/2023 → Present
    Fiduciary Benefits Group
    San Diego, CA
Previous Registrations
  • 2022-01-04 → 2023-07-10
    Creative Planning
    Overland Park, KS
    La Mesa, CA
  • 2018-03-08 → 2022-01-03
    Reilly Financial Advisors
    La Mesa, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-08
  • S65 Uniform Investment Adviser Law Examination
    2018-03-08
Designations
Other Names
  • Brad Johnston

View on SEC IAPD

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