Mark A. Johnson

GARLAND AND GREENWOOD WEALTH ADVISORS LLC

Heber Springs, AR 72543

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CRD#: 501155

Professional summary

Mark A Johnson MR., who also goes by Mark A Johnson, Mark Annon Johnson, is a registered financial advisor currently at GARLAND AND GREENWOOD WEALTH ADVISORS LLC located in Heber Springs, Arkansas.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1976. Mark has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark A Johnson | Mark Annon Johnson

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) 08/02/2018 - Riverside Financial Services - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 08/2018 - 172 hr/mth

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark A Johnson MR.'s 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®

None

Experience

Current

March 5, 2025 - Present

GARLAND AND GREENWOOD WEALTH ADVISORS LLC

Office #1: 2449 Riverbend Rd, Heber Springs, AR 72543

RIA

CRD#: 318815

Heber Springs, AR

Past

August 7, 2018 - June 11, 2025

LPL FINANCIAL LLC

RIA

CRD#: 6413

HEBER SPRINGS, AR

Past

August 6, 2018 - August 19, 2025

LPL FINANCIAL LLC

CRD#: 6413

HEBER SPRINGS, AR

Past

April 20, 2016 - October 1, 2018

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

HEBER SPRINGS, AR

Past

July 5, 2011 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

HEBER SPRINGS, AR

Past

July 5, 2011 - August 6, 2018

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

HEBER SPRINGS, AR

Past

September 20, 2005 - July 1, 2011

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

HEBER SPRINGS, AR

Past

September 20, 2005 - July 1, 2011

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

HEBER SPRINGS, AR

Past

October 29, 1993 - September 9, 2005

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

LITTLE ROCK, AR

Past

May 19, 1989 - September 9, 2005

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

November 23, 1988 - May 26, 1989

R.M. DUNCAN SECURITIES, INC.

CRD#: 14344

Past

June 3, 1986 - October 24, 1988

BOWMAN & COMPANY INCORPORATED

CRD#: 15983

Past

December 19, 1978 - December 28, 1984

POWELL & SATTERFIELD, INC.

CRD#: 7030

Past

October 5, 1976 - December 11, 1977

PARHAM & COMPANY, INC.

CRD#: 7029

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.

Highlighted states indicate IAR registrations

IAR

Arkansas
(3/5/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/1/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/4/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 7/28/1988

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 9/20/1986

General Securities Representative Examination

Current Firm

GARLAND AND GREENWOOD WEALTH ADVISORS LLC

ARKANSAS WEALTH MANAGEMENT | GARLAND AND GREENWOOD WEALTH ADVISORS LLC | GARLAND & GREENWOOD WEALTH ADVISORS LLC | CRISWELL WEALTH MANAGEMENT

CRD#: 318815 / SEC#:

Arkansas

Registered Investment Advisory firm - (5/3/2022 Approved)

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Contact information

Main Address

7915 Hwy 300, Roland, AR 72135

Mailing Address

Phone number

(501) 954-7776

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	477
AUM (Assets Under Management)	$ 53,371,548

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Mark A. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark A Johnson MR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

R.M. DUNCAN SECURITIES, INC.

BOWMAN & COMPANY INCORPORATED

POWELL & SATTERFIELD, INC.

PARHAM & COMPANY, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/1/1994

Series 63

Date: 8/4/1986

SIE

Date: 10/1/2018

Series 3

Date: 7/28/1988

Series 7

Date: 9/20/1986

Current Firm

GARLAND AND GREENWOOD WEALTH ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GARLAND AND GREENWOOD WEALTH ADVISORS LLC

TRUST BUT VERIFY

Contact information

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