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 Paul Charbonneau
Certified Financial Planner
Feed of 09/15/2026
Also filed as Drew Paul Charbonneau
At current firm
1 y
since Dec 17, 2024
In the industry
16 y
since Mar 22, 2010 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Defining Wealth state registered currentsince Dec 17, 2024 · Auburn Hills, Mi
- Osaic Wealth, Inc. BD affiliatedJun 14, 2024 to Dec 16, 2024 · Shelby Twp, Mi
- Securities America Advisors, Inc. formerAug 16, 2018 to Jun 14, 2024 · Sterling Heights, Mi
- On Investment Management Co BD affiliatedNov 16, 2017 to Aug 15, 2018 · Sterling Heights, Mi
- Chase Investment Services Corp. formerOct 14, 2010 to Dec 21, 2010 · Sterling Heights, Mi
Moves
a registration end followed by a registration begin elsewhere
- Osaic Wealth, Inc. to Defining Wealthleft Dec 16, 2024, registered Dec 17, 2024 (1 days) · Affiliated broker-dealer or bank to a state-registered adviser
- Securities America Advisors, Inc. to Osaic Wealth, Inc.left Jun 14, 2024, registered Jun 14, 2024 (0 days) · corporate re-registration, not a move
- On Investment Management Co to Securities America Advisors, Inc.left Aug 15, 2018, registered Aug 16, 2018 (1 days) · Affiliated broker-dealer or bank to another · moved with a team
- Chase Investment Services Corp. to On Investment Management Coleft Dec 21, 2010, registered Nov 16, 2017 (2522 days) · Other
Signals
- Andrew Paul Charbonneau left Osaic Wealth, Inc. for Defining Wealth (registered 2024-12-17)Dec 16, 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
- STATE REGISTEREDderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address