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 J Briesacher
Feed of 09/14/2026
Also filed as Andrew J Briesacher
At current firm
3 y
since Apr 27, 2023
In the industry
18 y
since May 16, 2008 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
3
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
- Wheelhouse Advisory Group, LLC independent RIA currentsince Apr 27, 2023 · St. Louis, Mo
- Edward Jones national BDJan 14, 2020 to Apr 27, 2023 · St Louis, Mo
- Duncan Financial Management, Inc. state registeredSep 5, 2018 to Dec 26, 2019 · Sunset Hills, Mo
- Scottrade Investment Management formerAug 20, 2014 to Mar 7, 2018 · Saint Louis, Mo
- Morgan Keegan & Company, LLC formerAug 27, 2010 to Sep 19, 2011 · Swansea, Il
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMay 21, 2008 to Aug 31, 2010 · San Mateo, Ca
Moves
a registration end followed by a registration begin elsewhere
- Edward Jones to Wheelhouse Advisory Group, LLCleft Apr 27, 2023, registered Apr 27, 2023 (0 days) · Affiliated broker-dealer or bank to independent RIA
- Duncan Financial Management, Inc. to Edward Jonesleft Dec 26, 2019, registered Jan 14, 2020 (19 days) · Other
- Scottrade Investment Management to Duncan Financial Management, Inc.left Mar 7, 2018, registered Sep 5, 2018 (182 days) · Affiliated broker-dealer or bank to a state-registered adviser
- Morgan Keegan & Company, LLC to Scottrade Investment Managementleft Sep 19, 2011, registered Aug 20, 2014 (1066 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Keegan & Company, LLCleft Aug 31, 2010, registered Aug 27, 2010 (-4 days) · Other
Signals
- Andrew J Briesacher left Edward Jones for Wheelhouse Advisory Group, Llc (registered 2023-04-27)Apr 27, 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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address