TJ
Tiffany Y. Johnson
PIECE OF WEALTH PLANNING LLC
Athens, GA
Some features on this profile are disabled
CRD#: 7316525
TJ
Professional summary
Tiffany Yolanda Johnson, who also goes by Tiffany Yolanda Ramroop, is a registered financial advisor currently at PIECE OF WEALTH PLANNING LLC located in Athens, Georgia and ORIGIN INVESTMENT ADVISORY LLC located in Decatur, Georgia.
Tiffany is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Tiffany has worked at 3 firms and has passed the Series 63 and Series 65 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tiffany Yolanda Ramroop
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.
PIECE OF WEALTH PLANNING, LLC / INVESTMENT RELATED / DECATUR, GA / REGISTERED INVESTMENT ADVISOR / CO OWNER AND IAR / FEB 2022 / 150 HOURS PER MONTH / 100% DURING TRADING HOURS
CRS (Client Relationship Summary) - RIA
Click below to view Tiffany Yolanda Johnson'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®
NoneExperience
Current
February 24, 2022 - Present
PIECE OF WEALTH PLANNING LLC
RIA
CRD#: 307247
Athens, GA
Current
August 23, 2022 - Present
ORIGIN INVESTMENT ADVISORY LLC
RIA
CRD#: 305353
DECATUR, GA
Past
November 30, 2020 - February 1, 2022
CREATIVE PLANNING
RIA
CRD#: 105348
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".
OI
ORIGIN INVESTMENT ADVISORY LLC
BLEND FINANCIAL INC. | ORIGIN INVESTMENT ADVISORY LLC | ORIGIN INSURANCE SERVICES | ORIGIN FINANCIAL | ORIGIN
CRD#: 305353 / SEC#: 801-120236
RIA
Registered Investment Advisory firm - (1/25/2021 Approved)Arizona
Registered Investment Advisory firm - (2/10/2021 Terminated)California
Registered Investment Advisory firm - (3/12/2021 Terminated)Colorado
Registered Investment Advisory firm - (2/26/2021 Terminated)Florida
Registered Investment Advisory firm - (2/10/2021 Terminated)Louisiana
Registered Investment Advisory firm - (2/11/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (2/10/2021 Terminated)Michigan
Registered Investment Advisory firm - (2/11/2021 Terminated)Mississippi
Registered Investment Advisory firm - (2/10/2021 Terminated)New Jersey
Registered Investment Advisory firm - (5/28/2021 Terminated)New York
Registered Investment Advisory firm - (2/10/2021 Terminated)Ohio
Registered Investment Advisory firm - (2/11/2021 Terminated)Oregon
Registered Investment Advisory firm - (3/5/2021 Terminated)Tennessee
Registered Investment Advisory firm - (3/12/2021 Terminated)Texas
Registered Investment Advisory firm - (2/10/2021 Terminated)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
Georgia(2/24/2022)
Exams
State Security Law Exam
State Security Law Exam
Current Firm
OI
ORIGIN INVESTMENT ADVISORY LLC
BLEND FINANCIAL INC. | ORIGIN INVESTMENT ADVISORY LLC | ORIGIN INSURANCE SERVICES | ORIGIN FINANCIAL | ORIGIN
CRD#: 305353 / SEC#: 801-120236
RIA
Registered Investment Advisory firm - (1/25/2021 Approved)Arizona
Registered Investment Advisory firm - (2/10/2021 Terminated)California
Registered Investment Advisory firm - (3/12/2021 Terminated)Colorado
Registered Investment Advisory firm - (2/26/2021 Terminated)Florida
Registered Investment Advisory firm - (2/10/2021 Terminated)Louisiana
Registered Investment Advisory firm - (2/11/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (2/10/2021 Terminated)Michigan
Registered Investment Advisory firm - (2/11/2021 Terminated)Mississippi
Registered Investment Advisory firm - (2/10/2021 Terminated)New Jersey
Registered Investment Advisory firm - (5/28/2021 Terminated)New York
Registered Investment Advisory firm - (2/10/2021 Terminated)Ohio
Registered Investment Advisory firm - (2/11/2021 Terminated)Oregon
Registered Investment Advisory firm - (3/5/2021 Terminated)Tennessee
Registered Investment Advisory firm - (3/12/2021 Terminated)Texas
Registered Investment Advisory firm - (2/10/2021 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
68 Harrison Avenue Ste 605 Pmb 50966, Boston, MA 02115-1929
Mailing Address
Phone number
(617) 227-3825
Established
Firm type
Fiscal year end
# of Employees
162
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,776 |
| AUM (Assets Under Management) | $ 2,147,404 |
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.
