RIA Intelligence

Professional profile

linkedin.com/in/andrew-simpter-8664a95reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• I••••••••• W••••• C••••••• L•• independent RIA current
  since Jun 29, 2018 · Waltham, Ma
• C••••• A••••••• L•• former
  Oct 3, 2016 to Dec 19, 2017 · Fall River, Ma
• I•••••••• C•••••• A••••••• former
  Jan 12, 2005 to Oct 3, 2016 · Lynnfield, Ma
• E•••••• P•••• A••••••• I••• unclassified
  Dec 13, 2002 to Dec 31, 2004 · Lynnfield, Ma

• C••••• A••••••• L•• to I••••••••• W••••• C••••••• L••
  left Dec 19, 2017, registered Jun 29, 2018 (192 days) · Other
• I•••••••• C•••••• A••••••• to C••••• A••••••• L••
  left Oct 3, 2016, registered Oct 3, 2016 (0 days) · channel change inside one enterprise, not a move · moved with a team
• E•••••• P•••• A••••••• I••• to I•••••••• C•••••• A•••••••
  left Dec 31, 2004, registered Jan 12, 2005 (12 days) · corporate re-registration, not a move

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.

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