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

Drew Achter

LPL Financial LLCBD affiliatedEdwardsville, Ildual registrantIAPD 6389695

Certified Financial Planner

Feed of 09/14/2026

Also filed as Drew Micheal Achter

At current firm

2 y

since Apr 8, 2024

In the industry

11 y

since Oct 8, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

LPL Financial LLC BD affiliated current
since Apr 8, 2024 · Edwardsville, Il
Schwab Wealth Advisory, Inc. no RAUM
May 9, 2022 to Apr 19, 2024 · St. Louis, Mo
Td Ameritrade, Inc. former
Jan 22, 2022 to May 9, 2022 · St. Louis, Mo
Td Ameritrade, Inc. former
Feb 27, 2018 to Oct 26, 2018 · St. Louis, Mo
Td Ameritrade Investment Management, LLC former
Feb 26, 2018 to May 9, 2022 · Omaha, Ne
Scottrade Investment Management former
Nov 16, 2016 to Feb 26, 2018 · Saint Louis, Mo
Principal Securities, Inc. BD affiliated
Oct 16, 2014 to Nov 21, 2014 · Chesterfield, Mo

Moves

a registration end followed by a registration begin elsewhere

Schwab Wealth Advisory, Inc. to LPL Financial LLC
left Apr 19, 2024, registered Apr 8, 2024 (-11 days) · Other
Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.
left May 9, 2022, registered Feb 27, 2018 (-1532 days) · channel change inside one enterprise, not a move · moved with a team
Td Ameritrade, Inc. to Schwab Wealth Advisory, Inc.
left May 9, 2022, registered May 9, 2022 (0 days) · channel change inside one enterprise, not a move · moved with a team
Scottrade Investment Management to Td Ameritrade Investment Management, LLC
left Feb 26, 2018, registered Feb 26, 2018 (0 days) · corporate re-registration, not a move
Principal Securities, Inc. to Scottrade Investment Management
left Nov 21, 2014, registered Nov 16, 2016 (726 days) · Other

Signals

Drew Achter left Schwab Wealth Advisory, Inc. for Lpl Financial Llc (registered 2024-04-08)
Apr 19, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address