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Inactive

Gary William Johnston

Laurel Oak Wealth Management, LLC

Marlton, NJ

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Current Employers
Laurel Oak Wealth Management, Llc

525 Nj-73 Suite 200, Marlton, NJ 08053 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-07-23
NJ RA APPROVED 2025-07-23
  • DE RA
    APPROVED
    Since 2025-07-23
  • NJ RA
    APPROVED
    Since 2025-07-23

Branch Locations

525 Nj-73 Suite 200, Marlton, NJ 08053 • 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
Ameriprise Financial Services, Inc. Princeton NJ 09/2005 03/2020
Ameriprise Financial Services, Llc Marlton NJ 03/2020 07/2025
Laurel Oak Wealth Management Group, Llc Marlton NJ 07/2025 Present
  • 09/2005 → 03/2020
    Ameriprise Financial Services, Inc.
    Princeton, NJ
  • 03/2020 → 07/2025
    Ameriprise Financial Services, Llc
    Marlton, NJ
  • 07/2025 → Present
    Laurel Oak Wealth Management Group, Llc
    Marlton, NJ
Previous Registrations
  • 2003-04-18 → 2025-08-04
    Ameriprise Financial Services, Llc
    Wilmington, DE
    Marlton, NJ
    Princeton, NJ
    Conshohocken, PA
    Princeton, NJ
    Princeton, NJ
    Princeton, NJ
    Wilmington, DE
    Princeton, NJ
    Marlton, NJ
    Newark, DE
    Olney, MD
Other Businesses

INSURANCE LICENSE; INVESTMENT-RELATED; 525 NJ-73, SUITE 200, MARLTON, NJ 08053; INSURANCE SALES AND ADVICE; 12/24; HOURS DEPENDENT ON CLIENT NEEDS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-04-16
  • S66 Uniform Combined State Law Examination
    2003-04-16

View on SEC IAPD

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