Brian P. Johnston

FORTHRIGHT WEALTH MANAGEMENT

Alpharetta, GA 30022

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CRD#: 4590332

Professional summary

Brian Patrick Johnston, CFP® is a registered financial advisor currently at FORTHRIGHT WEALTH MANAGEMENT, LLC located in Alpharetta, Georgia and PURSHE KAPLAN STERLING INVESTMENTS located in Alpharetta, Georgia.

Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Brian has worked at 5 firms and has passed the Series 66, Series 6TO, Series 99TO, SIE, Series 7 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1) FORTHRIGHT MANAGEMENT LLC. INVESTMENT RELATED. 5755 NORTH POINT PARKWAY, SUITE 47, ALPHARETTA GA 30022. FINANCIAL PLANNING AND INVESTMENT MANAGEMENT, MANAGING DIRECTOR. START 5/15/2015. 160 HOURS PER MONTH. 160 DURING TRADING. DEVELOP, IMPLEMENT, MONITOR AND PRESENT COMPREHENSIVE FINANCIAL PLANNING. 2) PKSF, INVESTMENT RELATED. 80 STATE ST, ALBANY, NY 12207. INSURANCE, AGENT. START 6/2015. 40 HOURS PER MONTH, 40 DURING TRADING. FIXED AND TRADITIONAL INSURANCE SALES. 3)Mr. Johnston is 1/4 owner of the office suite at 5755 North Point Parkway, Suite 47, Alpharetta GA 30022 through Mr. Johnstons's LLC, BP Johnston, LLC 4) Alpharetta Elementary PTO, Not Investment Related, Alpharetta GA 30009, Non-Profit Organization, Treasurer, 7/1/2024, 5 hrs, 5hrs, Checkwriting, disbursements, keeping track of expenses.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Patrick Johnston's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

June 1, 2015 - Present

FORTHRIGHT WEALTH MANAGEMENT, LLC

Office #1: 5755 North Point Pkwy, Suite 47, Alpharetta, GA 30022

RIA

CRD#: 220515

Alpharetta, GA

Current

May 15, 2015 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 5755 North Point Parkway Suite 47, Alpharetta, GA 30022

CRD#: 35747

Alpharetta, GA

Past

July 25, 2007 - May 19, 2015

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

ALPHARETTA, GA

Past

July 19, 2007 - May 19, 2015

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ALPHARETTA, GA

Past

April 11, 2003 - July 13, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

ATLANTA, GA

Past

December 4, 2002 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

December 4, 2002 - July 13, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FORTHRIGHT WEALTH MANAGEMENT, LLC

CRD#: 220515 / SEC#: 801-96202

RIA

Registered Investment Advisory firm - (5/6/2015 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(12/13/2023)

California
(12/13/2023)

Colorado
(12/5/2023)

Florida
(5/11/2021)

Georgia
(5/15/2015)

IAR

Georgia
(6/1/2015)

Indiana
(12/13/2023)

North Carolina
(9/21/2023)

South Carolina
(5/15/2015)

Tennessee
(5/15/2015)

IAR

Texas
(7/3/2019)

Virginia
(5/15/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/23/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/3/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 26

Date: 11/16/2007

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

FORTHRIGHT WEALTH MANAGEMENT, LLC

CRD#: 220515 / SEC#: 801-96202

RIA

Registered Investment Advisory firm - (5/6/2015 Approved)

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Contact information

Main Address

5755 North Point Pkwy, Suite 47, Alpharetta, GA 30022

Mailing Address

Phone number

(470) 395-4749

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FRWM FORM ADV 2A ("DISCLOSURE BROCHURE") AND FORM ADV2B ("BROCHURE SUPPLEMENTS") (6/27/2025)

Regulatory assets under management

Total Number of Accounts	1,779
AUM (Assets Under Management)	$ 663,769,999

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.

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Brian P. Johnston

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Patrick Johnston's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

FORTHRIGHT WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/23/2002

Series 6TO

Date: 1/2/2023

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 12/3/2002

Series 26

Date: 11/16/2007

FINRA

Current Firm

FORTHRIGHT WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORTHRIGHT WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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