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GJ

Gary L. Johnson

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CRD#: 1338318
GJ

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.

Gary Lee Johnson was a registered financial professional .

Gary is a previously registered financial professional and started their career in finance in 1985. Gary had worked at 9 firms and has passed the Series 63 and Series 7 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

September 6, 2011 - January 17, 2013

TP INVESTMENT ADVISORY SERVICES, LLC

RIA
CRD#: 157184
WAYNE, PA
Past

April 23, 2010 - September 13, 2011

MOYNAHAN MANAGEMENT COMPANY, INC

RIA
CRD#: 153572
AVONDALE, PA
Past

June 1, 2005 - February 12, 2007

VALLEY FORGE ASSET MANAGEMENT, LLC

RIA
CRD#: 7438
KING OF PRUSSIA, PA
Past

June 6, 2000 - November 29, 2007

RAMPART FINANCIAL SERVICES, INC.

BD
CRD#: 43294
DOYLESTOWN, PA
Past

January 14, 1997 - June 2, 2000

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT
Past

May 2, 1996 - December 10, 1996

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

August 8, 1995 - May 2, 1996

MML DISTRIBUTORS, LLC

BD
CRD#: 38030
SPRINGFIELD, MA
Past

May 25, 1989 - August 8, 1995

G. R. PHELPS & CO., INC.

BD
CRD#: 173
Past

February 11, 1985 - November 5, 1988

ATALANTA SOSNOFF MANAGEMENT, LLC

BD
CRD#: 11085
NEW YORK, NY

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
RR
Series 63
Date: 3/5/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


TI
TP INVESTMENT ADVISORY SERVICES, LLC
TP INVESTMENT ADVISORY SERVICES, LLC

CRD#: 157184 / SEC#: 801-72320

RIA
Registered Investment Advisory firm - (3/27/2012 Terminated)
Delaware
Registered Investment Advisory firm - (3/18/2024 Terminated)
Florida
Registered Investment Advisory firm - (3/7/2024 Terminated)
Pennsylvania
Registered Investment Advisory firm - (3/27/2012 Approved)
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Contact information


Main Address
Wayne, PA
Mailing Address
1065 Andrew Drive, Westechester, PA 19380
Phone number
(610) 254-0451
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts59
AUM (Assets Under Management)$ 24,730,000

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


TP INVESTMENT ADVISORY SERVICES, LLC

CRD#: 157184

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