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
Andrea Marguerite Hamilton
Certified Financial Planner
Feed of 09/14/2026
At current firm
6 y
since Aug 19, 2020
In the industry
26 y
since Oct 1, 1999 (earliest exam, job or registration)
Prior registered firms
5
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- Perigon Wealth Management, LLC independent RIA currentsince Aug 19, 2020 · San Francisco, Ca
- First Affirmative Financial Network LLC independent RIAApr 1, 2015 to Dec 31, 2020 · El Cerrito, Ca
- Protected Investors Of America formerJan 3, 2013 to Mar 31, 2015 · San Francisco, Ca
- Ballou Plum Wealth Advisors LLC unclassifiedFeb 4, 2011 to May 11, 2011 · Lafayette, Ca
- LPL Financial LLC BD affiliatedNov 4, 2010 to Dec 31, 2012 · Alameda, Ca
- Waddell & Reed formerApr 23, 2008 to Nov 8, 2010 · Seattle, Wa
Moves
a registration end followed by a registration begin elsewhere
- First Affirmative Financial Network LLC to Perigon Wealth Management, LLCleft Dec 31, 2020, registered Aug 19, 2020 (-134 days) · RIA to RIA
- Protected Investors Of America to First Affirmative Financial Network LLCleft Mar 31, 2015, registered Apr 1, 2015 (1 days) · Other
- LPL Financial LLC to Ballou Plum Wealth Advisors LLCleft Dec 31, 2012, registered Feb 4, 2011 (-696 days) · Other
- Ballou Plum Wealth Advisors LLC to Protected Investors Of Americaleft May 11, 2011, registered Jan 3, 2013 (603 days) · Other
- Waddell & Reed to LPL Financial LLCleft Nov 8, 2010, registered Nov 4, 2010 (-4 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
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address