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 Kirchner
Feed of 09/14/2026
At current firm
5 y
since Jan 11, 2021
In the industry
12 y
since May 20, 2014 (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
0
dated events on this person
Registration history
IAPD current and previous registrations
- Elevation Wealth Partners, LLC independent RIA currentsince Jan 11, 2021 · Walnut Creek, Ca
- Assetmark, Inc. BD affiliatedMar 21, 2019 to Apr 12, 2019 · Concord, Ca
- Fdx Advisors, Inc. asset managerDec 4, 2015 to Jan 25, 2019 · Berwyn, Pa
- Scf Investment Advisors, Inc. formerMay 21, 2014 to Apr 30, 2015 · Fresno, Ca
Moves
a registration end followed by a registration begin elsewhere
- Assetmark, Inc. to Elevation Wealth Partners, LLCleft Apr 12, 2019, registered Jan 11, 2021 (640 days) · Affiliated broker-dealer or bank to independent RIA
- Fdx Advisors, Inc. to Assetmark, Inc.left Jan 25, 2019, registered Mar 21, 2019 (55 days) · Other
- Scf Investment Advisors, Inc. to Fdx Advisors, Inc.left Apr 30, 2015, registered Dec 4, 2015 (218 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
- Independent wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address