DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Andrew Henry Lenich
Cambridge Investment Research Advisors, Inc.BD affiliatedChevy Chase, Md dual registrantIAPD 2612496
Feed of 09/15/2026
At current firm
10 y
since Feb 8, 2016
In the industry
30 y
since Feb 20, 1996 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cambridge Investment Research Advisors, Inc. BD affiliated currentsince Feb 8, 2016 · Bethesda, Md
- Prostatis Financial Advisors Group independent RIAFeb 18, 2009 to Feb 13, 2012 · Glen Burnie, Md
- Asset & Financial Planning, Ltd formerNov 30, 2007 to Nov 21, 2011 · Glen Burnie, Md
- Td Ameritrade, Inc. formerSep 29, 2005 to Apr 4, 2006 · Bethesda, Md
- Ameriprise Financial Services, LLC national BDDec 2, 2003 to Jun 22, 2004 · Paramus, Nj
Moves
a registration end followed by a registration begin elsewhere
- Prostatis Financial Advisors Group to Cambridge Investment Research Advisors, Inc.left Feb 13, 2012, registered Feb 8, 2016 (1456 days) · Other
- Asset & Financial Planning, Ltd to Prostatis Financial Advisors Groupleft Nov 21, 2011, registered Feb 18, 2009 (-1006 days) · Other
- Td Ameritrade, Inc. to Asset & Financial Planning, Ltdleft Apr 4, 2006, registered Nov 30, 2007 (605 days) · Other
- Ameriprise Financial Services, LLC to Td Ameritrade, Inc.left Jun 22, 2004, registered Sep 29, 2005 (464 days) · Affiliated broker-dealer or bank to a newly registered adviser
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address