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

PROVERBI CAPITAL ADVISORS, LLC

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

Jan 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65

First exam

Dec 11, 2021

First registration

Jan 14, 2022

Dual registered

no

Other names

Andrea Geiser|Andrea Janssen

IAPD individual key

7491448

• Occurred

  May 15, 2024
  Advisor changed firm

  Andrea Lynn Hall left Ae Wealth Management, Llc for Proverbi Capital Advisors, Llc (registered 2025-08-05)

  Form ADVobserved 6 days ago
• Occurred

  Jul 31, 2023
  Advisor changed firm

  Andrea Lynn Hall left Sound Income Strategies, Llc for Ae Wealth Management, Llc (registered 2023-08-25)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7927df82-0c2c-60b4-23d8-78deba9db4a4

First observed

Jan 14, 2022

Last observed

Sep 15, 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.