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 Jay Walker
Feed of 09/15/2026
Also filed as Andrew Jay Walker
At current firm
14 y
since Feb 28, 2012
In the industry
24 y
since Dec 5, 2001 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S65, 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
- Guidance Point Advisors, LLC independent RIA currentsince Aug 28, 2013 · Wellesley, Ma
- Guidance Point Retirement Services, LLC other currentsince Feb 28, 2012 · Portland, Me
- Multnomah Group, Inc. institutionalDec 17, 2008 to Aug 3, 2012 · Portland, Me
- Pentegra Investors, Inc. institutionalJun 2, 2006 to Sep 22, 2008 · Shelton, Ct
- Invesmart Advisors Inc unclassifiedAug 7, 2002 to Apr 22, 2004 · Portland , Me
Moves
a registration end followed by a registration begin elsewhere
- Multnomah Group, Inc. to Guidance Point Retirement Services, LLCleft Aug 3, 2012, registered Feb 28, 2012 (-157 days) · Other
- Pentegra Investors, Inc. to Multnomah Group, Inc.left Sep 22, 2008, registered Dec 17, 2008 (86 days) · Other
- Invesmart Advisors Inc to Pentegra Investors, Inc.left Apr 22, 2004, registered Jun 2, 2006 (771 days) · Other
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
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address