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 Alper Theobald
Certified Financial Planner
Feed of 09/15/2026
Also filed as Andrew Alper Theobald
At current firm
0 y
since Nov 4, 2025
In the industry
11 y
since May 1, 2015 (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
3
dated events on this person
Registration history
IAPD current and previous registrations
- Alphacore Capital LLC independent RIA currentsince Nov 4, 2025 · La Jolla, Ca
- Spc Financial Inc formerAug 18, 2022 to Nov 11, 2025 · Rockville, Md
- Raymond James Financial Services Advisors, Inc BD affiliatedApr 25, 2022 to Apr 29, 2022 · Rockville, Md
- Northwestern Mutual Investment Services,LLC no RAUMFeb 11, 2022 to Apr 7, 2022 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- Spc Financial Inc to Alphacore Capital LLCleft Nov 11, 2025, registered Nov 4, 2025 (-7 days) · RIA to RIA · moved with a team
- Raymond James Financial Services Advisors, Inc to Spc Financial Incleft Apr 29, 2022, registered Aug 18, 2022 (111 days) · Affiliated broker-dealer or bank to independent RIA
- Northwestern Mutual Investment Services,LLC to Raymond James Financial Services Advisors, Incleft Apr 7, 2022, registered Apr 25, 2022 (18 days) · Other
Signals
- Andrew Alper Theobald left Spc Financial Inc for Alphacore Capital Llc (registered 2025-11-04)Nov 11, 2025 · Advisor changed firm · fact
- Andrew Alper Theobald left Raymond James Financial Services Advisors, Inc for Spc Financial Inc (registered 2022-08-18)Apr 29, 2022 · Advisor changed firm · fact
- Andrew Alper Theobald left Northwestern Mutual Investment Services,Llc for Raymond James Financial Services Advisors, Inc (registered 2022-04-25)Apr 7, 2022 · 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address