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

Elizabeth M Hollman

Mclean Asset Management Corp.independent RIATysons, Va IA-onlyIAPD 6206415

Feed of 09/15/2026

Also filed as Liz Colgan

At current firm

0 y

since Feb 26, 2026

In the industry

12 y

since Jun 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Mclean Asset Management Corp. independent RIA current
since Feb 26, 2026 · Cockeysville, Md
Bull Harbor Capital LLC. independent RIA
Dec 4, 2024 to Feb 23, 2026 · Bethesda, Md
MML Investors Services, LLC BD affiliated
Feb 21, 2023 to Aug 6, 2025 · Bethesda, Md
Raymond James & Associates, Inc. national BD
Jun 6, 2019 to Feb 28, 2023 · Hunt Valley, Md
RBC Capital Markets, LLC national BD
Sep 10, 2015 to Jun 20, 2019 · Baltimore, Md

Moves

a registration end followed by a registration begin elsewhere

Bull Harbor Capital LLC. to Mclean Asset Management Corp.
left Feb 23, 2026, registered Feb 26, 2026 (3 days) · RIA to RIA
MML Investors Services, LLC to Bull Harbor Capital LLC.
left Aug 6, 2025, registered Dec 4, 2024 (-245 days) · Affiliated broker-dealer or bank to independent RIA
Raymond James & Associates, Inc. to MML Investors Services, LLC
left Feb 28, 2023, registered Feb 21, 2023 (-7 days) · Affiliated broker-dealer or bank to another
RBC Capital Markets, LLC to Raymond James & Associates, Inc.
left Jun 20, 2019, registered Jun 6, 2019 (-14 days) · Affiliated broker-dealer or bank to another

Signals

Elizabeth M Hollman left Bull Harbor Capital Llc. for Mclean Asset Management Corp. (registered 2026-02-26)
Feb 23, 2026 · Advisor changed firm · fact
Elizabeth M Hollman left Mml Investors Services, Llc for Bull Harbor Capital Llc. (registered 2024-12-04)
Aug 6, 2025 · Advisor changed firm · fact
Elizabeth M Hollman left Raymond James & Associates, Inc. for Mml Investors Services, Llc (registered 2023-02-21)
Feb 28, 2023 · 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: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address