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
Aaron Michael Mcandrew
Feed of 09/14/2026
Also filed as Aaron Mcandrew
At current firm
3 y
since Dec 22, 2022
In the industry
16 y
since Aug 1, 2010 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
3
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
- Family Wealth Planning Partners independent RIA currentsince Dec 22, 2022 · Louisville, Ky
- Independent Financial Partners BD affiliatedMar 2, 2021 to Apr 3, 2023 · Louisville, Ky
- Shepherd Financial Investment Advisory LLC institutionalAug 20, 2018 to Apr 6, 2021 · Louisville, Ky
- Capital Analysts BD affiliatedJan 17, 2018 to Mar 2, 2021 · New Albany, In
- Lincoln Investment independent RIAJan 17, 2018 to Mar 2, 2021 · Louisville, Ky
- Spc BD affiliatedMar 3, 2016 to Jan 17, 2018 · Louisville, Ky
Moves
a registration end followed by a registration begin elsewhere
- Independent Financial Partners to Family Wealth Planning Partnersleft Apr 3, 2023, registered Dec 22, 2022 (-102 days) · Affiliated broker-dealer or bank to a newly registered adviser
- Shepherd Financial Investment Advisory LLC to Independent Financial Partnersleft Apr 6, 2021, registered Mar 2, 2021 (-35 days) · Other
- Capital Analysts to Shepherd Financial Investment Advisory LLCleft Mar 2, 2021, registered Aug 20, 2018 (-925 days) · Other
- Lincoln Investment to Capital Analystsleft Mar 2, 2021, registered Jan 17, 2018 (-1140 days) · Other · moved with a team
- Spc to Lincoln Investmentleft Jan 17, 2018, registered Jan 17, 2018 (0 days) · Other
Signals
- Aaron Michael Mcandrew left Independent Financial Partners for Family Wealth Planning Partners (registered 2022-12-22)Apr 3, 2023 · 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
- Independent wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address