Best Investors Account Sign in
Inactive

Peter William Johnson

Pwjohnson Wealth & Legacy, LLC

Los Altos, CA

Claim This Profile
Current Employers
Pwjohnson Wealth & Legacy, Llc

2051 Grant Road Suite 240, Los Altos, CA 94024-6913 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-07-01
  • CA RA
    APPROVED
    Since 2020-07-01

Branch Locations

2051 Grant Road Suite 240, Los Altos, CA 94024-6913 • 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
Pw Johnson Wealth Management Sunnyvale CA 05/1990 12/2018
Oneascent Financial Services Llc Birmingham AL 12/2018 06/2020
Pwjohnson Wealth And Legacy, Llc Los Altos CA 05/2020 Present
  • 05/1990 → 12/2018
    Pw Johnson Wealth Management
    Sunnyvale, CA
  • 12/2018 → 06/2020
    Birmingham, AL
  • 05/2020 → Present
    Pwjohnson Wealth And Legacy, Llc
    Los Altos, CA
Previous Registrations
Other Businesses

Mr. Johnson is the President of AdvisorPress, Inc., a small publisher of personal financial planning information. Activities include public financial literacy events held at no cost to consumers; digital and print book and article publishing.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-11-20
  • S63 Uniform Securities Agent State Law Examination
    1987-11-20

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Los Altos, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor