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 Krochalk
Feed of 09/15/2026
Also filed as Andrew Krochalk
At current firm
0 y
since Oct 11, 2025
In the industry
16 y
since Apr 22, 2010 (earliest exam, job or registration)
Prior registered firms
2
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- J.P. Morgan Securities LLC wirehouse currentsince Oct 11, 2025 · Troy, Mi
- Advice And Planning Services BD affiliatedMay 5, 2016 to Aug 28, 2025 · East Lansing, Mi
- Ameriprise Financial Services, LLC national BDApr 29, 2010 to Apr 18, 2016 · Minneapolis, Mn
Moves
a registration end followed by a registration begin elsewhere
- Advice And Planning Services to J.P. Morgan Securities LLCleft Aug 28, 2025, registered Oct 11, 2025 (44 days) · Affiliated broker-dealer or bank to wirehouse
- Ameriprise Financial Services, LLC to Advice And Planning Servicesleft Apr 18, 2016, registered May 5, 2016 (17 days) · Other
Signals
- Andrew Krochalk left Advice And Planning Services for J.P. Morgan Securities Llc (registered 2025-10-11)Aug 28, 2025 · 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
- Wirehousederived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address