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

Arrivals at Folger Nolan Fleming Douglas Incorporated

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
Christopher Geddy HillHeritage Investors Management Corp independent RIAFolger Nolan Fleming Douglas Incorporated independent RIARIA to RIAMar 21, 2025Jun 13, 2025 (84 d)
Catherine Elizabeth PortnerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFolger Nolan Fleming Douglas Incorporated independent RIAWirehouse to independent RIAFeb 18, 2025Feb 14, 2025
Scott Richard SolodHammond Iles Wealth Advisors independent RIAFolger Nolan Fleming Douglas Incorporated independent RIARIA to RIAApr 1, 2024Apr 1, 2024
Raymond J MckeatingEdward Jones national BDFolger Nolan Fleming Douglas Incorporated independent RIAAffiliated broker-dealer or bank to independent RIAMar 3, 2024Mar 11, 2026 (738 d)
William Maxwell FryerPnc Wealth Management otherFolger Nolan Fleming Douglas Incorporated otherOtherAug 9, 2017Aug 4, 2017
Kevin FlahertyPnc Wealth Management otherFolger Nolan Fleming Douglas Incorporated otherOtherAug 9, 2017Aug 4, 2017
Elizabeth Ann Reed-HooleJohnston Lemon Asset Management Inc otherFolger Nolan Fleming Douglas Incorporated otherOtherFeb 24, 2015Apr 29, 2015 (64 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)
W Walter BoothMorgan Stanley wirehouseFolger Nolan Fleming Douglas Incorporated independent RIAWirehouse to independent RIAAug 6, 2013Sep 22, 2022 (3334 d)
Catherine AglipayMML Investors Services, LLC otherFolger Nolan Fleming Douglas Incorporated otherOtherSep 30, 2011Sep 30, 2011
Bryan Matthew BaquerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFolger Nolan Fleming Douglas Incorporated otherOtherFeb 7, 2006Apr 30, 2007 (447 d)
Stephen Woodhull BakerMorgan Stanley Dw Inc. unclassifiedFolger Nolan Fleming Douglas Incorporated otherOtherAug 29, 2005Apr 30, 2007 (609 d)
Christopher William DurchanekSuntrust Investment Services, Inc. otherFolger Nolan Fleming Douglas Incorporated otherOtherApr 29, 2005Apr 25, 2007 (726 d)
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14 moves match.