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RJ

Robert B. Johnson

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CRD#: 1226926
RJ

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.

Robert Bernhard Johnson was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1997. Robert had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 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 17, 2018 - January 10, 2020

SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY

RIA
CRD#: 293807
Denver, CO
Past

October 26, 2016 - December 31, 2018

INDEPENDENT FINANCIAL PARTNERS

RIA
CRD#: 125112
Denver, CO
Past

July 12, 2010 - December 24, 2019

LPL FINANCIAL LLC

RIA
CRD#: 6413
DENVER, CO
Past

September 8, 2009 - December 24, 2019

LPL FINANCIAL LLC

BD
CRD#: 6413
DENVER, CO
Past

October 10, 2008 - November 3, 2011

GALLACHER CAPITAL MANAGEMENT, LLC

RIA
CRD#: 113189
GREENWOOD VILLAGE, CO
Past

March 14, 2008 - October 13, 2008

MUTUAL SERVICE CORPORATION

RIA
CRD#: 4806
CENTENNIAL, CO
Past

November 26, 2002 - September 8, 2009

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
CENTENNIAL, CO
Past

April 11, 1997 - March 23, 2001

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO

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: 3/1/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SR
SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY
HUB INTERNATIONAL RETIREMENT AND PRIVATE WEALTH | SHERIDAN ROAD FINANCIAL, LLC | SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY | SHERIDAN ROAD ADVISORS, LLC | SHERIDAN ROAD

CRD#: 293807 / SEC#: 801-113426

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Contact information


Main Address
707 Skokie Blvd Suite 400, Northbrook, IL 60062
Mailing Address
2300 Clayton Road, Suite 300, Concord, CA 94520
Phone number
(847) 205-9073
Established
Firm type
Fiscal year end
# of Employees
16

Documents


Latest Form ADV

Part 2 Brochures

SHERIDAN ROAD FORM ADV PART 2A MARCH 2022 (4/13/2022)

Regulatory assets under management


Total Number of Accounts882
AUM (Assets Under Management)$ 12,046,796,632

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


SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY

CRD#: 293807

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