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RIA / WealthAdvisorCertified Financial Planner20 years in industry

ANDREW J TOERING

Advisor at QM ADVISORS LLC

PEACHTREE CITY, GA

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Search this name across graphsid dfx:ria:6891fc41-bdf7-b96e-120d-5818b21a5599

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 8, 2006 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: QM ADVISORS 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: Apr 28, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Apr 28, 2006
First registration: May 8, 2006
Dual registered: no
IAPD individual key: 5088861

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
QM ADVISORS LLC	Independent wealth	Nov 8, 2019	n/a	yes	PEACHTREE CITY, GA	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 14, 2018	Nov 22, 2019	no	TYRONE, GA\|PEACHTREE CITY, GA\|STOCKBRIDGE, GA\|CONYERS, GA\|TYRONE, GA\|TYRONE, GA	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Nov 20, 2015	Feb 14, 2018	no	LOCUST GROVE, GA\|STOCKBRIDGE, GA\|CONYERS, GA\|CONYERS, GA\|COVINGTON, GA\|MCDONOUGH, GA\|FAIRBURN, GA\|TYRONE, GA\|FAYETTEVILLE, GA\|DOUGLASVILLE, GA\|NEWNAN, GA\|NEWNAN, GA\|ATLANTA, GA\|PEACHTREE CITY, GA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Mar 4, 2011	Nov 24, 2015	no	FAYETTEVILLE, GA\|ATLANTA, GA\|MCDONOUGH, GA\|MCDONOUGH, GA\|RIVERDALE, GA\|LOVEJOY, GA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 8, 2006	Mar 1, 2011	no	PEACHTREE CITY, GA	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
LPL FINANCIAL LLC	QM ADVISORS LLC	Nov 22, 2019	Nov 8, 2019	-14	Firm change	Ibd to RIA
INVEST FINANCIAL CORPORATION	LPL FINANCIAL LLC	Feb 14, 2018	Feb 14, 2018	0	Bulk transfer	Other
WELLS FARGO ADVISORS	INVEST FINANCIAL CORPORATION	Nov 24, 2015	Nov 20, 2015	-4	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WELLS FARGO ADVISORS	Mar 1, 2011	Mar 4, 2011	3	Firm change	Wirehouse to wirehouse

Relationships

Registered with (5)

→ QM ADVISORS LLCRegistered adviserregistration: current employment
Nov 8, 2019 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Feb 14, 2018 to Nov 22, 2019factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Nov 20, 2015 to Feb 14, 2018factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 4, 2011 to Nov 24, 2015factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 8, 2006 to Mar 1, 2011factForm ADV

Dated events

No dated event names this entity yet.