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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-02-01 |
Branch Locations
2105 S. Bascom Avenue Suite 255, Campbell, CA 95008 • United States
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comprehensive Asset Management & Servicing, Inc. | Parsippany | NJ | 01/2010 | 01/2022 |
| Johanson Financial Advisors | Bascom | CA | 12/2011 | 12/2019 |
| Montage Tax, A Professional Corporation | Campbell | CA | 01/2016 | 12/2019 |
| Johanson Financial Advisors | Bascom | CA | 01/2020 | 01/2022 |
| Aw Securities | Campbell, | CA | 02/2022 | Present |
| Allworth Financial | Campbell | CA | 02/2022 | Present |
| Apw Capital, Inc. | Campbell | CA | 01/2010 | 01/2022 |
Johanson Family Rental Property (Scott), San Jose, CA; non-investment related; title: property owner; duties: maintain property and occupancy; time spent: 1 hour/month- Johanson Family Rental Property (Beechwood); San Jose, CA; non-investment related; title: property owner; duties: maintain property and occupancy; time spent: 1hour/month. Johanson Family Rental Property (2255 Cecil); San Jose, CA; non-investment related; title: property owner; duties: maintain property and occupancy; timespent: 1 hour/month. Johanson Family Rental Property (2247 Cecil); San Jose, CA; non-investment related; title: property owner; duties: maintain property andoccupancy; time spent: 1 hour/month. Johanson Family Rental Property (Stokes); San Jose, CA; non-investment related; title: property owner; duties: maintain propertand occupancy; time spent: 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-10-27 |
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