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 Michael Machenheimer
Feed of 09/14/2026
Also filed as Andy Machenheimer
At current firm
3 y
since Feb 27, 2023
In the industry
25 y
since Sep 27, 2000 (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
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cerity Partners LLC independent RIA currentsince Feb 27, 2023 · Cincinnati, Oh
- Cerity Partners Ocio LLC institutionalApr 4, 2022 to Apr 21, 2023 · Cincinnati, Oh
- Transamerica Financial Advisors, LLC BD affiliatedJun 10, 2021 to Dec 7, 2021 · Johns Creek, Ga
- Td Ameritrade Investment Management, LLC formerSep 19, 2007 to Dec 31, 2020 · Cincinnati, Oh
- Td Ameritrade, Inc. formerSep 19, 2007 to Jan 11, 2021 · Cincinnati, Oh
Moves
a registration end followed by a registration begin elsewhere
- Cerity Partners Ocio LLC to Cerity Partners LLCleft Apr 21, 2023, registered Feb 27, 2023 (-53 days) · corporate re-registration, not a move
- Transamerica Financial Advisors, LLC to Cerity Partners Ocio LLCleft Dec 7, 2021, registered Apr 4, 2022 (118 days) · Affiliated broker-dealer or bank to independent RIA
- Td Ameritrade, Inc. to Transamerica Financial Advisors, LLCleft Jan 11, 2021, registered Jun 10, 2021 (150 days) · Other
- Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.left Dec 31, 2020, registered Sep 19, 2007 (-4852 days) · corporate re-registration, not a move
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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address