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
Pei-Chin Andrew
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Bonnie Andrew
At current firm
1 y
since Apr 23, 2025
In the industry
17 y
since Sep 18, 2009 (earliest exam, job or registration)
Prior registered firms
3
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
2
dated events on this person
Registration history
IAPD current and previous registrations
- Summit Financial, LLC BD affiliated currentsince Apr 23, 2025 · Dublin, Oh
- Heritage Wealth Partners, LLC formerMar 21, 2022 to Jul 10, 2025 · Dublin, Oh
- Morgan Stanley wirehouseOct 27, 2011 to Mar 9, 2022 · Columbus, Oh
- Equitable Advisors, LLC national BDSep 21, 2009 to Sep 6, 2011 · Columbus, Oh
Moves
a registration end followed by a registration begin elsewhere
- Heritage Wealth Partners, LLC to Summit Financial, LLCleft Jul 10, 2025, registered Apr 23, 2025 (-78 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Morgan Stanley to Heritage Wealth Partners, LLCleft Mar 9, 2022, registered Mar 21, 2022 (12 days) · Wirehouse to independent RIA
- Equitable Advisors, LLC to Morgan Stanleyleft Sep 6, 2011, registered Oct 27, 2011 (51 days) · Affiliated broker-dealer or bank to wirehouse
Signals
- Pei-Chin Andrew left Heritage Wealth Partners, Llc for Summit Financial, Llc (registered 2025-04-23)Jul 10, 2025 · Advisor changed firm · fact
- Pei-Chin Andrew left Morgan Stanley for Heritage Wealth Partners, Llc (registered 2022-03-21)Mar 9, 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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address