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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
- Title
- Senior Vice President - Managing Partnerreportedmdrncapital.comfirm site, Sep 15, 2026
- Professional profile
- mdrncapital.com/staff-member/josh-johnsonreportedmdrncapital.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- M••• C•••••• independent RIA currentsince Sep 27, 2023 · Sarasota, Fl
- S•••••••• F••••••••• I••• formerJul 12, 2022 to Jun 28, 2023 · St. Petersburg, Fl
- S•••••• I••••••••• L•• independent RIADec 22, 2021 to Feb 4, 2022 · Clearwater, Fl
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMay 24, 2018 to Sep 21, 2018 · Festus, Mo
- C••••• I••••••••• A••••••• L•• BD affiliatedJun 24, 2015 to Aug 29, 2017 · St. Louis, Mo
- P•• W••••• M••••••••• BD affiliatedJul 8, 2014 to Jun 3, 2015 · Kirkwood, Mo
- W•••• F•••• A••••••• wirehouseJun 28, 2012 to Jul 14, 2014 · St. Louis, Mo
- W•••• F•••• A••••••• wirehouseJun 22, 2012 to Jul 14, 2014 · St. Louis, Mo
- W•••• F•••• A••••••• wirehouseNov 21, 2011 to Jun 28, 2012 · Centralia, Il
- S•••••••• F••••••••• I••• to M••• C••••••left Jun 28, 2023, registered Sep 27, 2023 (91 days) · Affiliated broker-dealer or bank to independent RIA
- S•••••• I••••••••• L•• to S•••••••• F••••••••• I•••left Feb 4, 2022, registered Jul 12, 2022 (158 days) · RIA to affiliated broker-dealer or bank
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to S•••••• I••••••••• L••left Sep 21, 2018, registered Dec 22, 2021 (1188 days) · Wirehouse to independent RIA
- C••••• I••••••••• A••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Aug 29, 2017, registered May 24, 2018 (268 days) · Other
- P•• W••••• M••••••••• to C••••• I••••••••• A••••••• L••left Jun 3, 2015, registered Jun 24, 2015 (21 days) · Other
- W•••• F•••• A••••••• to P•• W••••• M•••••••••left Jul 14, 2014, registered Jul 8, 2014 (-6 days) · Other
- W•••• F•••• A••••••• to W•••• F•••• A•••••••left Jul 14, 2014, registered Jun 28, 2012 (-746 days) · channel change inside one enterprise, not a move
- W•••• F•••• A••••••• to W•••• F•••• A•••••••left Jun 28, 2012, registered Jun 22, 2012 (-6 days) · channel change inside one enterprise, not a move
- J••••• R••••• J•••••• left S•••••••• F••••••••• I••• for M••• C•••••• (registered 2023-09-27)Jun 28, 2023 · Advisor changed firm · fact
- J••••• R••••• J•••••• left S•••••• I••••••••• L•• for S•••••••• F••••••••• I••• (registered 2022-07-12)Feb 4, 2022 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address