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.

Advisor moves

Departures from Johnston Lemon Asset Management Inc

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Elizabeth Ann Reed-HooleJohnston Lemon Asset Management Inc otherFolger Nolan Fleming Douglas Incorporated otherOtherFeb 24, 2015Apr 29, 2015 (64 d)
Patricia Hamilton DrabickJohnston Lemon Asset Management Inc otherCambridge Investment Research Advisors, Inc. BD affiliatedOtherFeb 24, 2015Jan 3, 2020 (1774 d)
Robin Anne MitlerJohnston Lemon Asset Management Inc otherNew Potomac Partners LLC otherOtherFeb 13, 2015Apr 23, 2015 (69 d)
David Lawrence StrausJohnston Lemon Asset Management Inc otherNew Potomac Partners LLC otherOtherJan 16, 2015Apr 13, 2015 (87 d)
Joshua Aaron OldsJohnston Lemon Asset Management Inc otherNew Potomac Partners LLC otherOtherJan 16, 2015Apr 14, 2015 (88 d)
John Franklin ClardyJohnston Lemon Asset Management Inc otherFolger Nolan Fleming Douglas Incorporated otherOtherDec 11, 2014Feb 10, 2015 (61 d)
Brian Edward CollJohnston Lemon Asset Management Inc otherFolger Nolan Fleming Douglas Incorporated otherOtherNov 7, 2014Dec 16, 2014 (39 d)
Elizabeth Ann Reed-HooleJohnston Lemon Asset Management Inc otherJohnston, Lemon & Co. Incorporated unclassifiedOtherDec 31, 2011Sep 26, 2007
John Franklin ClardyJohnston Lemon Asset Management Inc otherJohnston, Lemon & Co. Incorporated unclassifiedOtherDec 31, 2011Sep 26, 2007
Brian Edward CollJohnston Lemon Asset Management Inc otherJohnston, Lemon & Co. Incorporated unclassifiedOtherDec 31, 2011Sep 26, 2007
John Patrick MclaughlinJohnston Lemon Asset Management Inc otherJohnston, Lemon & Co. Incorporated unclassifiedOtherApr 14, 2010Sep 26, 2007
Natalie K F DavisJohnston Lemon Asset Management Inc otherJohnston, Lemon & Co. Incorporated unclassifiedOtherApr 14, 2010Sep 26, 2007
Jeffrey Ronald DavisJohnston Lemon Asset Management Inc otherJohnston, Lemon & Co. Incorporated unclassifiedOtherApr 14, 2010Sep 26, 2007
Benjamin Yost WhiteJohnston Lemon Asset Management Inc otherJohnston, Lemon & Co. Incorporated unclassifiedOtherFeb 25, 2009Sep 26, 2007
Margaret Hardy NolanJohnston Lemon Asset Management Inc otherFerris, Baker Watts, LLC unclassifiedOtherApr 10, 2007Apr 11, 2007
Bryce Roman WergelandJohnston Lemon Asset Management Inc otherPrincipal Securities, Inc. otherOtherSep 26, 2006Jun 2, 2010 (1345 d)
David Andrew McgaugheyJohnston Lemon Asset Management Inc otherFerris, Baker Watts, LLC unclassifiedOtherJun 30, 2006Jun 30, 2006
Eric Paul HansonJohnston Lemon Asset Management Inc otherUBS Financial Services Inc. wirehouseOtherDec 9, 2005Dec 9, 2005
Jeffrey Richard PorterJohnston Lemon Asset Management Inc otherSbsb Financial Advisors otherOtherMar 29, 2004Mar 16, 2006 (717 d)
Larry Douglas EdwardsJohnston Lemon Asset Management Inc otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherFeb 2, 2004Feb 23, 2004
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20 moves match.