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 Patrick Campbell
Feed of 09/14/2026
Also filed as Andrew Patrick Campbell
At current firm
1 y
since Mar 10, 2025
In the industry
20 y
since Aug 17, 2006 (earliest exam, job or registration)
Prior registered firms
9
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
2
dated events on this person
Registration history
IAPD current and previous registrations
- Gladstone Wealth Partners BD affiliated currentsince Mar 10, 2025 · Palm Beach Gardens, Fl
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAug 16, 2022 to Feb 6, 2025 · Blue Bell, Pa
- Citizens Securities, Inc. BD affiliatedApr 28, 2021 to Aug 10, 2022 · West Chester, Pa
- Cuso Financial Services, L.P. formerMay 8, 2019 to Apr 23, 2021 · Blue Bell, Pa
- Private Advisor Group, LLC BD affiliatedFeb 8, 2016 to May 17, 2019 · King Of Prussia, Pa
- Wells Fargo Advisors wirehouseNov 21, 2013 to Feb 3, 2016 · Radnor, Pa
- Cetera Investment Services LLC formerApr 2, 2012 to Nov 1, 2013 · Jenkintown, Pa
- LPL Financial LLC BD affiliatedMay 16, 2011 to Apr 5, 2012 · Frazier, Pa
- LPL Financial LLC BD affiliatedJan 14, 2010 to Mar 5, 2010 · Elkins Park, Pa
- Uvest Financial Services Group, Inc. unclassifiedApr 13, 2009 to Apr 20, 2009 · Willow Grove, Pa
Moves
a registration end followed by a registration begin elsewhere
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Gladstone Wealth Partnersleft Feb 6, 2025, registered Mar 10, 2025 (32 days) · Wirehouse to independent RIA
- Citizens Securities, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Aug 10, 2022, registered Aug 16, 2022 (6 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
- Cuso Financial Services, L.P. to Citizens Securities, Inc.left Apr 23, 2021, registered Apr 28, 2021 (5 days) · Affiliated broker-dealer or bank to another
- Private Advisor Group, LLC to Cuso Financial Services, L.P.left May 17, 2019, registered May 8, 2019 (-9 days) · RIA to affiliated broker-dealer or bank
- Wells Fargo Advisors to Private Advisor Group, LLCleft Feb 3, 2016, registered Feb 8, 2016 (5 days) · Other
- Cetera Investment Services LLC to Wells Fargo Advisorsleft Nov 1, 2013, registered Nov 21, 2013 (20 days) · Other
- LPL Financial LLC to Cetera Investment Services LLCleft Apr 5, 2012, registered Apr 2, 2012 (-3 days) · Other
- Uvest Financial Services Group, Inc. to LPL Financial LLCleft Apr 20, 2009, registered Jan 14, 2010 (269 days) · Other
Signals
- Andrew Patrick Campbell left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Gladstone Wealth Partners (registered 2025-03-10)Feb 6, 2025 · Advisor changed firm · fact
- Andrew Patrick Campbell left Citizens Securities, Inc. for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2022-08-16)Aug 10, 2022 · 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
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address