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.

Current firm

FOLGER NOLAN FLEMING DOUGLAS INCORPORATED

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S66

First exam

Feb 21, 2020

First registration

Feb 26, 2020

Dual registered

yes, broker-dealer

IAPD individual key

7201729

• Occurred

  Feb 18, 2025
  Advisor changed firm

  Catherine Elizabeth Portner left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Folger Nolan Fleming Douglas Incorporated (registered 2025-02-14)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9337fcb2-e3b9-1a44-86ba-ac54620f63bf

First observed

Feb 26, 2020

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.