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MJ

Michael Lynn Johnson

CRD# 1121201·Registered 1983 - 2014
Previously Registered: Being a previously registered professional could mean that Michael is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Michael Lynn Johnson was a registered financial advisor. Michael was a previously registered financial professional and started their career in finance 1983 - 2014. Michael had worked at 10 firms and has passed the Series 65, Series 63, Series 7, Series 22 and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

43 years in the financial services industry

Current & Past Employments

GENEROSITY WEALTH MANAGEMENT, LLC·CRD# 148693
RIA
Boulder, CO
August 23, 2013 - March 28, 2014
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.·CRD# 134139
RIA
Boulder, CO
August 28, 2012 - December 17, 2013
CAMBRIDGE INVESTMENT RESEARCH, INC.·CRD# 39543
BD
Boulder, CO
August 28, 2012 - December 17, 2013
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
RIA
Boulder, CO
August 7, 2002 - September 5, 2012
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
Boulder, CO
July 25, 2002 - September 5, 2012
OSAIC FA, INC.·CRD# 3978
RIA
Denver, CO
April 5, 2001 - August 5, 2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY·CRD# 2580
BD
Fort Wayne, IN
April 3, 2001 - August 5, 2002
OSAIC FA, INC.·CRD# 3978
BD
Fort Wayne, IN
April 3, 2001 - August 5, 2002
CETERA ADVISORS LLC·CRD# 10299
BD
Greenwood Village, CO
October 13, 1998 - April 2, 2001
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Springfield, MA
March 1, 1996 - October 22, 1998
WALNUT STREET SECURITIES, INC.·CRD# 15840
BD
El Segundo, CA
October 19, 1992 - May 8, 1996
G. R. PHELPS & CO., INC.·CRD# 173
BD
May 2, 1983 - March 1, 1996

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Current Firm

GW
GENEROSITY WEALTH MANAGEMENT, LLC

GENEROSITY WEALTH MANAGEMENT, LLC

CRD#: 148693

Contact Information

Main Address

885 Arapahoe Ave., Boulder, CO 80302-6011

Documents

Latest Form ADV

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2000About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1999About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Nov 2003About the Series 7 exam

Series 22 — Direct Participation Programs Representative Examination

Passed Sep 1985About the Series 22 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Apr 1983About the Series 6 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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