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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

ANDREW MURRAY BUCHANAN

Advisor at ASSUREDPARTNERS INVESTMENT ADVISORS

Lexington, KY

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:4b34de76-ccbc-9fe0-5fc3-401610fcdd24

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 19, 2018 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: ASSUREDPARTNERS INVESTMENT ADVISORS
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Mar 31, 2023
First registration: Apr 19, 2018
Dual registered: yes, broker-dealer
Other names: Andy Murray Buchanan
IAPD individual key: 6617593

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
ASSUREDPARTNERS INVESTMENT ADVISORS	Mixed wealth	Jun 11, 2024	n/a	yes	Lexington, KY	Current employment
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Apr 4, 2023	Jun 11, 2024	no	Lexington, KY\|AUSTIN, TX\|Lexington, KY	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Jan 11, 2019	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Apr 19, 2018	Jul 13, 2018	no	COVINGTON, KY	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
KESTRA ADVISORY SERVICES, LLC	ASSUREDPARTNERS INVESTMENT ADVISORS	Jun 11, 2024	Jun 11, 2024	0	Firm change	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	KESTRA ADVISORY SERVICES, LLC	Jan 11, 2019	Apr 4, 2023	1,544	Firm change after gap	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
283330:309550:KY:2024-06-11	Jun 11, 2024	Jun 11, 2024	LEXINGTON, KY	Firm change

Relationships

Registered with (4)

→ ASSUREDPARTNERS INVESTMENT ADVISORSRegistered adviserregistration: current employment
Jun 11, 2024 to presentfactForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Apr 4, 2023 to Jun 11, 2024factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Jan 11, 2019factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Apr 19, 2018 to Jul 13, 2018factForm ADV

Dated events

Occurred
Jun 11, 2024
Advisor changed firm
Andrew Murray Buchanan left Kestra Advisory Services, Llc for Assuredpartners Investment Advisors (registered 2024-06-11)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4b34de76-ccbc-9fe0-5fc3-401610fcdd24
First observed: Apr 19, 2018
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ANDREW MURRAY BUCHANAN

Advisor at ASSUREDPARTNERS INVESTMENT ADVISORS

Lexington, KY

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:4b34de76-ccbc-9fe0-5fc3-401610fcdd24

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:53 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ASSUREDPARTNERS INVESTMENT ADVISORS

Mixed wealth

Jun 11, 2024

n/a

yes

Lexington, KY

Current employment

KESTRA ADVISORY SERVICES, LLC

Bd affiliated wealth

Apr 4, 2023

Jun 11, 2024

Lexington, KY|AUSTIN, TX|Lexington, KY

Previous registration

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Former SEC adviser

Jul 13, 2018

Jan 11, 2019

BOSTON, MA

Previous registration

STRATEGIC ADVISERS LLC

National bd RIA

Apr 19, 2018

Jul 13, 2018

COVINGTON, KY

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

KESTRA ADVISORY SERVICES, LLC

ASSUREDPARTNERS INVESTMENT ADVISORS

Jun 11, 2024

Firm change

Ibd to RIA

FIDELITY PERSONAL AND WORKPLACE ADVISORS

KESTRA ADVISORY SERVICES, LLC

Jan 11, 2019

Apr 4, 2023

1,544

Firm change after gap

Ibd to ibd

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Jul 13, 2018

Bulk transfer

Ibd to new firm

Team

Left

Joined

From

Kind

283330:309550:KY:2024-06-11

Jun 11, 2024

LEXINGTON, KY

Firm change