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 Keith Hendricks
Certified Financial Planner
Feed of 09/15/2026
At current firm
1 y
since May 6, 2025
In the industry
18 y
since Jun 1, 2008 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Farther independent RIA currentsince May 6, 2025 · Mt. Pleasant, Sc
- Summit Financial, LLC BD affiliatedJul 16, 2024 to Nov 13, 2024 · Charleston, Sc
- Capasso Planning Partners LLC independent RIAJan 28, 2020 to May 15, 2025 · Charleston, Sc
- Equitable Advisors, LLC national BDSep 3, 2008 to Jan 29, 2020 · Mount Pleasant, Sc
Moves
a registration end followed by a registration begin elsewhere
- Capasso Planning Partners LLC to Summit Financial, LLCleft May 15, 2025, registered Jul 16, 2024 (-303 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Summit Financial, LLC to Fartherleft Nov 13, 2024, registered May 6, 2025 (174 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Equitable Advisors, LLC to Capasso Planning Partners LLCleft Jan 29, 2020, registered Jan 28, 2020 (-1 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Andrew Keith Hendricks left Capasso Planning Partners Llc for Summit Financial, Llc (registered 2024-07-16)May 15, 2025 · Advisor changed firm · fact
- Andrew Keith Hendricks left Summit Financial, Llc for Farther (registered 2025-05-06)Nov 13, 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
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address