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 James Hoffmeyer
Certified Financial Planner
Feed of 09/14/2026
Also filed as Andrew Hoffmeyer
At current firm
2 y
since Jan 8, 2024
In the industry
18 y
since Jan 26, 2008 (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
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Cwm, LLC BD affiliated currentsince Jan 8, 2024 · Fort Collins, Co
- Triumph Capital Management independent RIAFeb 19, 2016 to Jan 9, 2024 · Denver, Co
- Cetera Investment Advisers LLC BD affiliatedOct 21, 2015 to Jun 20, 2019 · Fort Collings, Co
- J P Turner & Company Capital Management, LLC formerJul 16, 2012 to Nov 13, 2015 · Fort Collins, Co
- Brokersxpress LLC formerOct 13, 2010 to Jul 17, 2012 · Chicago, Il
- Centaurus Financial, Inc. BD affiliatedJun 30, 2009 to Sep 16, 2010 · Windsor, Co
- Waddell & Reed formerJan 28, 2008 to Jun 23, 2009 · Windsor, Co
Moves
a registration end followed by a registration begin elsewhere
- Triumph Capital Management to Cwm, LLCleft Jan 9, 2024, registered Jan 8, 2024 (-1 days) · RIA to affiliated broker-dealer or bank
- Cetera Investment Advisers LLC to Triumph Capital Managementleft Jun 20, 2019, registered Feb 19, 2016 (-1217 days) · Other
- J P Turner & Company Capital Management, LLC to Cetera Investment Advisers LLCleft Nov 13, 2015, registered Oct 21, 2015 (-23 days) · corporate re-registration, not a move
- Brokersxpress LLC to J P Turner & Company Capital Management, LLCleft Jul 17, 2012, registered Jul 16, 2012 (-1 days) · Other
- Centaurus Financial, Inc. to Brokersxpress LLCleft Sep 16, 2010, registered Oct 13, 2010 (27 days) · Other
- Waddell & Reed to Centaurus Financial, Inc.left Jun 23, 2009, registered Jun 30, 2009 (7 days) · Other
Signals
- Andrew James Hoffmeyer left Triumph Capital Management for Cwm, Llc (registered 2024-01-08)Jan 9, 2024 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address