DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

John Franklin Clardy

Newedge AdvisorsBD affiliatedWashington, Dc IA-onlyIAPD 2672188

Feed of 09/15/2026

At current firm

1 y

since Oct 4, 2024

In the industry

31 y

since Aug 1, 1995 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Newedge Advisors BD affiliated current
since Oct 4, 2024 · Washington, Dc
Folger Nolan Fleming Douglas Incorporated independent RIA
Feb 10, 2015 to Oct 15, 2024 · Washington, Dc
Johnston Lemon Asset Management Inc former
Mar 13, 2012 to Dec 11, 2014 · Washington, Dc
Johnston, Lemon & Co. Incorporated unclassified
Sep 26, 2007 to Feb 7, 2008 · Washington, Dc
Johnston Lemon Asset Management Inc former
Sep 5, 1996 to Dec 31, 2011 · Washington, Dc

Moves

a registration end followed by a registration begin elsewhere

Folger Nolan Fleming Douglas Incorporated to Newedge Advisors
left Oct 15, 2024, registered Oct 4, 2024 (-11 days) · RIA to affiliated broker-dealer or bank · moved with a team
Johnston Lemon Asset Management Inc to Folger Nolan Fleming Douglas Incorporated
left Dec 11, 2014, registered Feb 10, 2015 (61 days) · Other
Johnston Lemon Asset Management Inc to Johnston, Lemon & Co. Incorporated
left Dec 31, 2011, registered Sep 26, 2007 (-1557 days) · Other
Johnston, Lemon & Co. Incorporated to Johnston Lemon Asset Management Inc
left Feb 7, 2008, registered Mar 13, 2012 (1496 days) · Other

Signals

John Franklin Clardy left Folger Nolan Fleming Douglas Incorporated for Newedge Advisors (registered 2024-10-04)
Oct 15, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 31derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address