Daniel P. Johnson
Professional summary
Daniel Patrick Johnson, who also goes by Daniel P Johnson, Daniel Patrick Johnson, Daniel Johnson, Dan Johnson, is a registered financial advisor currently at FAMILYROOT WEALTH ADVISORS, LLC located in Newnan, Georgia.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Daniel has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Patrick Johnson's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 6, 2025 - Present
FAMILYROOT WEALTH ADVISORS, LLC
November 5, 2024 - July 10, 2025
OSAIC WEALTH, INC.
October 11, 2024 - July 10, 2025
OSAIC WEALTH, INC.
October 28, 2019 - September 27, 2024
REGIONS SECURITIES LLC
November 6, 2014 - October 15, 2019
TRUIST SECURITIES, INC.
August 22, 2012 - May 14, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 1, 2012 - May 14, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 26, 2012 - July 12, 2012
DEUTSCHE BANK SECURITIES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/6/2025)
Exams
Current Firm
FAMILYROOT WEALTH ADVISORS, LLC
CRD#: 338085 / SEC#:
Contact information
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.
