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 Edward Mcdonough
Feed of 09/14/2026
At current firm
1 y
since Oct 11, 2024
In the industry
21 y
since Jun 30, 2005 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Osaic Wealth, Inc. BD affiliated currentsince Oct 11, 2024 · Spring Lake Heights, Nj
- Froehlich Financial Group, Ltd. unclassifiedOct 28, 2010 to Mar 9, 2012 · Spring Lake Heights, Nj
- American Portfolios Advisors, Inc formerOct 4, 2010 to Oct 11, 2024 · Holbrook, Ny
- Morgan Stanley wirehouseJun 1, 2009 to Oct 22, 2010 · Sea Girt, Nj
- Citigroup Global Markets Inc. BD affiliatedOct 24, 2005 to Jun 1, 2009 · Sea Girt, Nj
Moves
a registration end followed by a registration begin elsewhere
- American Portfolios Advisors, Inc to Froehlich Financial Group, Ltd.left Oct 11, 2024, registered Oct 28, 2010 (-5097 days) · Other · moved with a team
- Froehlich Financial Group, Ltd. to Osaic Wealth, Inc.left Mar 9, 2012, registered Oct 11, 2024 (4599 days) · Other
- Morgan Stanley to American Portfolios Advisors, Incleft Oct 22, 2010, registered Oct 4, 2010 (-18 days) · Other
- Citigroup Global Markets Inc. to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
Signals
- John Edward Mcdonough left American Portfolios Advisors, Inc for Froehlich Financial Group, Ltd. (registered 2010-10-28)Oct 11, 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address