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 Shenberg
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/14/2026
At current firm
3 y
since Feb 3, 2023
In the industry
23 y
since Jul 30, 2003 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Anderson Hoagland & Co independent RIA currentsince Feb 3, 2023 · St Louis, Mo
- Krilogy independent RIAJun 12, 2013 to Jan 10, 2023 · Chesterfield, Mo
- Cambridge Investment Research Advisors, Inc. BD affiliatedJun 18, 2012 to Nov 30, 2012 · Saint Charles, Mo
- Sunset Financial Services, Inc. formerOct 31, 2011 to Jun 19, 2012 · St Charles, Mo
- Cambridge Investment Research Advisors, Inc. BD affiliatedMay 10, 2010 to Nov 17, 2011 · St. Charles, Mo
- Securian Financial Services, Inc. formerJan 13, 2006 to May 14, 2010 · St. Louis, Mo
- Ameriprise Financial Services, LLC national BDJul 31, 2003 to Mar 11, 2004 · Chesterfield, Mo
Moves
a registration end followed by a registration begin elsewhere
- Krilogy to Anderson Hoagland & Coleft Jan 10, 2023, registered Feb 3, 2023 (24 days) · RIA to RIA
- Cambridge Investment Research Advisors, Inc. to Krilogyleft Nov 30, 2012, registered Jun 12, 2013 (194 days) · Other
- Sunset Financial Services, Inc. to Cambridge Investment Research Advisors, Inc.left Jun 19, 2012, registered Jun 18, 2012 (-1 days) · Other
- Cambridge Investment Research Advisors, Inc. to Sunset Financial Services, Inc.left Nov 17, 2011, registered Oct 31, 2011 (-17 days) · Other
- Securian Financial Services, Inc. to Cambridge Investment Research Advisors, Inc.left May 14, 2010, registered May 10, 2010 (-4 days) · Other
- Ameriprise Financial Services, LLC to Securian Financial Services, Inc.left Mar 11, 2004, registered Jan 13, 2006 (673 days) · Other
Signals
- Andrew Michael Shenberg left Krilogy for Anderson Hoagland & Co (registered 2023-02-03)Jan 10, 2023 · Advisor changed firm · fact
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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address