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.

Current firm

LAUREL OAK WEALTH MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 5, 1998earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63

First exam

Mar 5, 1998

First registration

Jul 29, 2002

Dual registered

yes, broker-dealer

Other names

ROBERT A ANDREACCHIO

IAPD individual key

3002848

• Occurred

  Aug 4, 2025
  Advisor changed firm

  Robert Anthony Andreacchio left Ameriprise Financial Services, Llc for Laurel Oak Wealth Management, Llc (registered 2025-07-23)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5cf97aad-294b-975f-8dbc-1dcb6f3a9f5b

First observed

Jul 29, 2002

Last observed

Sep 14, 2026 7 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.