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Advisor at FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC.
WASHINGTON, DC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. | Independent wealth | Jun 13, 2025 | n/a | yes | WASHINGTON, DC | Current employment |
| FOLGER NOLAN FLEMING DOUGLAS INCORPORATED | Independent wealth | Jun 13, 2025 | n/a | yes | WASHINGTON, DC | Current employment |
| HERITAGE INVESTORS MANAGEMENT CORP | Independent wealth | Mar 24, 2022 | Mar 21, 2025 | no | BETHESDA, MD | Previous registration |
| CHERRY BEKAERT WEALTH MANAGEMENT LLC | Former SEC adviser | Mar 12, 2018 | Mar 23, 2022 | no | RICHMOND, VA|TYSONS CORNER, VA|TYSONS CORNER, VA | Previous registration |
| CAPITAL ONE ADVISORS, LLC | Former SEC adviser | Aug 1, 2016 | Feb 26, 2018 | no | McLean, VA|MCLEAN, VA | Previous registration |
| WEALTHSPIRE ADVISORS | Former SEC adviser | Sep 22, 2015 | Jul 18, 2016 | no | POTOMAC, MD | Previous registration |
| HIGHLINE WEALTH MANAGEMENT, LLC | Former SEC adviser | Apr 5, 2011 | Dec 16, 2015 | no | ROCKVILLE, MD | Previous registration |
| CONVERGENT WEALTH ADVISORS, LLC | Former SEC adviser | May 2, 2007 | Mar 25, 2011 | no | ROCKVILLE, MD | Previous registration |
| LYDIAN WEALTH MANAGEMENT COMPANY, LLC | n/a | Oct 27, 2006 | May 2, 2007 | no | ROCKVILLE, MD | Previous registration |
| T. ROWE PRICE ADVISORY SERVICES, INC. | Bd affiliated wealth | Nov 8, 2005 | Oct 26, 2006 | no | BALTIMORE, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HERITAGE INVESTORS MANAGEMENT CORP | FOLGER NOLAN FLEMING DOUGLAS INCORPORATED | Mar 21, 2025 | Jun 13, 2025 | 84 | Firm change | RIA to RIA |
| CHERRY BEKAERT WEALTH MANAGEMENT LLC | HERITAGE INVESTORS MANAGEMENT CORP | Mar 23, 2022 | Mar 24, 2022 | 1 | Firm change | RIA to RIA |
| CAPITAL ONE ADVISORS, LLC | CHERRY BEKAERT WEALTH MANAGEMENT LLC | Feb 26, 2018 | Mar 12, 2018 | 14 | Firm change | Other |
| WEALTHSPIRE ADVISORS | CAPITAL ONE ADVISORS, LLC | Jul 18, 2016 | Aug 1, 2016 | 14 | Firm change | Other |
| HIGHLINE WEALTH MANAGEMENT, LLC | WEALTHSPIRE ADVISORS | Dec 16, 2015 | Sep 22, 2015 | -85 | Firm change after gap | Other |
| CONVERGENT WEALTH ADVISORS, LLC | HIGHLINE WEALTH MANAGEMENT, LLC | Mar 25, 2011 | Apr 5, 2011 | 11 | Firm change | Other |
| LYDIAN WEALTH MANAGEMENT COMPANY, LLC | CONVERGENT WEALTH ADVISORS, LLC | May 2, 2007 | May 2, 2007 | 0 | Firm change | Other |
| T. ROWE PRICE ADVISORY SERVICES, INC. | LYDIAN WEALTH MANAGEMENT COMPANY, LLC | Oct 26, 2006 | Oct 27, 2006 | 1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 142542:168095:MD:2015-12-16 | Dec 16, 2015 | Sep 22, 2015 | ROCKVILLE, MD | Firm change after gap |