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
Andre C Selfa
Feed of 09/14/2026
At current firm
1 y
since Nov 8, 2024
In the industry
15 y
since Sep 1, 2011 (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, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Osaic Advisory Services, LLC BD affiliated currentsince Nov 8, 2024 · Walla Walla, Wa
- Arbor Point Advisors formerApr 29, 2021 to Nov 8, 2024 · Walla Walla, Wa
- Ameriprise Financial Services, LLC national BDApr 13, 2017 to May 4, 2021 · Walla Walla, Wa
- LPL Financial LLC BD affiliatedFeb 21, 2013 to Apr 18, 2017 · Walla Walla, Wa
Moves
a registration end followed by a registration begin elsewhere
- Arbor Point Advisors to Osaic Advisory Services, LLCleft Nov 8, 2024, registered Nov 8, 2024 (0 days) · corporate re-registration, not a move
- Ameriprise Financial Services, LLC to Arbor Point Advisorsleft May 4, 2021, registered Apr 29, 2021 (-5 days) · Affiliated broker-dealer or bank to another
- LPL Financial LLC to Ameriprise Financial Services, LLCleft Apr 18, 2017, registered Apr 13, 2017 (-5 days) · Other
Signals
No dated event on this person.
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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address