St. John & Associates

What changed

Led St. John & Associates team joining Carson Wealth's Milton, Georgia office after Carson Group acquired the firm; the team managed approximately $131 million.

Reported / discovered

Oct 28, 2026

Effective

Not reported

New role

Partner and Wealth Adviser

Previous role

Not reported

Market

Milton, GA

Reported book

$131M

Reported team size

4 people

Named people

4

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

5 observations consolidated into one event.