DFX Intelligence

Data Factory

RIA / WealthAdvisor27 years in industry

ANDREW KING FLESCHNER

Advisor at FLESCHNER INVESTMENTS

WEST PALM BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3f1758f0-f103-e6d9-5875-cc23c672a79f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 8, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FLESCHNER INVESTMENTS
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 28, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jun 28, 1999
First registration: Feb 8, 2001
Dual registered: no
IAPD individual key: 3226126

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FLESCHNER INVESTMENTS	State registered	Mar 27, 2026	n/a	yes	WEST PALM BEACH, FL	Current employment
FLESCHNER INVESTMENTS	State registered	Oct 5, 2015	Dec 31, 2025	no	WEST PALM BEACH, FL	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Oct 20, 2004	Nov 9, 2004	no	CLINTON, CT	Previous registration
QUICK & REILLY, INC.	n/a	Apr 23, 2004	Oct 20, 2004	no	NEW HAVEN, CT	Previous registration
PRUDENTIAL EQUITY GROUP, LLC	n/a	Feb 8, 2001	Dec 2, 2002	no	NEW HAVEN, CT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BANC OF AMERICA INVESTMENT SERVICES, INC.	FLESCHNER INVESTMENTS	Nov 9, 2004	Oct 5, 2015	3,982	Firm change after gap	Other
QUICK & REILLY, INC.	BANC OF AMERICA INVESTMENT SERVICES, INC.	Oct 20, 2004	Oct 20, 2004	0	Bulk transfer	Other
PRUDENTIAL EQUITY GROUP, LLC	QUICK & REILLY, INC.	Dec 2, 2002	Apr 23, 2004	508	Firm change after gap	Other

Relationships

Registered with (4)

→ FLESCHNER INVESTMENTSRegistered adviserregistration: previous registration
Oct 5, 2015 to Dec 31, 2025factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Oct 20, 2004 to Nov 9, 2004factForm ADV
→ QUICK & REILLY, INC.Registered adviserregistration: previous registration
Apr 23, 2004 to Oct 20, 2004factForm ADV
→ PRUDENTIAL EQUITY GROUP, LLCRegistered adviserregistration: previous registration
Feb 8, 2001 to Dec 2, 2002factForm ADV

Dated events

No dated event names this entity yet.