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

UNITED ADVISOR GROUP

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

May 16, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S66

First exam

May 28, 2022

First registration

May 16, 2002

Dual registered

yes, broker-dealer

Other names

DREW FREVERT|ANDREW WILLIAM FREVERT

IAPD individual key

4463588

• Occurred

  Jul 26, 2023
  Advisor changed firm

  Andrew William Frevert left Cambridge Investment Research Advisors, Inc. for United Advisor Group (registered 2025-01-24)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9fe974b0-2603-4f2a-2efe-49f107b8e8a6

First observed

May 16, 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.