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MJ

Michael L. Johnson

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CRD#: 1121201
MJ

Professional summary


Being a previously registered professional could mean that this person 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.

Michael Lynn Johnson was a registered financial professional .

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

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.

Blog Corner


CRS (Client Relationship Summary)


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

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 23, 2013 - March 28, 2014

GENEROSITY WEALTH MANAGEMENT, LLC

RIA
CRD#: 148693
BOULDER, CO
Past

August 28, 2012 - December 17, 2013

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
BOULDER, CO
Past

August 28, 2012 - December 17, 2013

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
BOULDER, CO
Past

August 7, 2002 - September 5, 2012

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
BOULDER, CO
Past

July 25, 2002 - September 5, 2012

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
BOULDER, CO
Past

April 5, 2001 - August 5, 2002

OSAIC FA, INC.

RIA
CRD#: 3978
DENVER, CO
Past

April 3, 2001 - August 5, 2002

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

April 3, 2001 - August 5, 2002

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

October 13, 1998 - April 2, 2001

CETERA ADVISORS LLC

BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past

March 1, 1996 - October 22, 1998

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

October 19, 1992 - May 8, 1996

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

May 2, 1983 - March 1, 1996

G. R. PHELPS & CO., INC.

BD
CRD#: 173

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/1/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


GW
GENEROSITY WEALTH MANAGEMENT, LLC
GENEROSITY WEALTH MANAGEMENT, LLC

CRD#: 148693 / SEC#:

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Contact information


Main Address
885 Arapahoe Ave., Boulder, CO 80302-6011
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


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.

Company Information


GENEROSITY WEALTH MANAGEMENT, LLC

CRD#: 148693

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