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

55 NORTH PRIVATE WEALTH

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

Jan 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Sep 27, 2019

First registration

Oct 1, 2019

Dual registered

no

Other names

Andrew Birkmire

IAPD individual key

7141965

• Occurred

  Jan 21, 2025
  Advisor departed, no destination yet

  Andrew Joseph Birkmire no longer registered at Independent Financial Partners; no later IA registration on IAPD

  Form ADVobserved 6 days ago
• Occurred

  Dec 31, 2024
  Advisor changed firm

  Andrew Joseph Birkmire left Independent Financial Partners for 55 North Private Wealth (registered 2024-12-17)

  Form ADVobserved 6 days ago
• Occurred

  Mar 28, 2022
  Advisor changed firm

  Andrew Joseph Birkmire left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Independent Financial Partners (registered 2022-03-29)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f9be1adf-a3c2-e081-0fdd-97e41a3239e6

First observed

Oct 1, 2019

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.