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 L Dejong
Feed of 09/15/2026
At current firm
6 y
since Jul 20, 2020
In the industry
22 y
since Jan 21, 2004 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
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
- Ipi Wealth Management, Inc. BD affiliated currentsince Jul 20, 2020 · Las Vegas, Nv
- Woodstock Wealth Management, Inc. independent RIAJan 22, 2019 to Dec 31, 2019 · Las Vegas, Nv
- Sagepoint Financial, Inc. formerSep 14, 2015 to Dec 31, 2018 · Las Vegas, Nv
- Sagepoint Financial, Inc. formerSep 26, 2013 to Jun 30, 2015 · Roseville, Ca
- Ameriprise Financial Services, LLC national BDAug 10, 2012 to Oct 9, 2012 · Las Vegas, Nv
Moves
a registration end followed by a registration begin elsewhere
- Woodstock Wealth Management, Inc. to Ipi Wealth Management, Inc.left Dec 31, 2019, registered Jul 20, 2020 (202 days) · RIA to affiliated broker-dealer or bank
- Sagepoint Financial, Inc. to Woodstock Wealth Management, Inc.left Dec 31, 2018, registered Jan 22, 2019 (22 days) · Affiliated broker-dealer or bank to a newly registered adviser
- Ameriprise Financial Services, LLC to Sagepoint Financial, Inc.left Oct 9, 2012, registered Sep 26, 2013 (352 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address