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 Winship Durant
Feed of 09/15/2026
At current firm
1 y
since May 1, 2025
In the industry
25 y
since Apr 18, 2001 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- American Independent Securities Group, LLC independent RIA currentsince May 1, 2025 · Eagle, Id
- L.M. Kohn & Company formerSep 26, 2017 to Apr 30, 2025 · Jacksonville, Fl
- Ameriprise Financial Services, LLC national BDAug 17, 2015 to Sep 19, 2017 · Jacksonville, Fl
- Jhs Capital Advisors, LLC formerOct 8, 2010 to Aug 17, 2015 · Tampa, Fl
- Uvest Financial Services Group, Inc. unclassifiedMar 11, 2008 to Sep 3, 2010 · Jacksonville, Fl
- Banc Of America Investment Services, Inc. unclassifiedApr 14, 2004 to Mar 11, 2008 · Jacksonville, Fl
- UBS Financial Services Inc. wirehouseApr 18, 2001 to Apr 22, 2004 · Jacksonville, Fl
Moves
a registration end followed by a registration begin elsewhere
- L.M. Kohn & Company to American Independent Securities Group, LLCleft Apr 30, 2025, registered May 1, 2025 (1 days) · RIA to RIA
- Ameriprise Financial Services, LLC to L.M. Kohn & Companyleft Sep 19, 2017, registered Sep 26, 2017 (7 days) · Other
- Jhs Capital Advisors, LLC to Ameriprise Financial Services, LLCleft Aug 17, 2015, registered Aug 17, 2015 (0 days) · Other · moved with a team
- Uvest Financial Services Group, Inc. to Jhs Capital Advisors, LLCleft Sep 3, 2010, registered Oct 8, 2010 (35 days) · Other
- Banc Of America Investment Services, Inc. to Uvest Financial Services Group, Inc.left Mar 11, 2008, registered Mar 11, 2008 (0 days) · Other
- UBS Financial Services Inc. to Banc Of America Investment Services, Inc.left Apr 22, 2004, registered Apr 14, 2004 (-8 days) · Other
Signals
- John Winship Durant left L.M. Kohn & Company for American Independent Securities Group, Llc (registered 2025-05-01)Apr 30, 2025 · 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
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address