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 Blake Janni

Kestra Advisory Services, LLCBD affiliatedIrving, Tx dual registrantIAPD 7401565

Feed of 09/15/2026

Also filed as Andrew Blake Janni

At current firm

1 y

since Nov 19, 2024

In the industry

13 y

since Aug 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Kestra Advisory Services, LLC BD affiliated current
since Nov 19, 2024 · Austin, Tx
Strategic Wealth Investment Group, LLC independent RIA
Feb 29, 2024 to Sep 17, 2024 · Dallas, Tx
Fidelity Personal And Workplace Advisors former
Apr 8, 2022 to Feb 14, 2024 · Westlake, Tx

Moves

a registration end followed by a registration begin elsewhere

Strategic Wealth Investment Group, LLC to Kestra Advisory Services, LLC
left Sep 17, 2024, registered Nov 19, 2024 (63 days) · RIA to affiliated broker-dealer or bank
Fidelity Personal And Workplace Advisors to Strategic Wealth Investment Group, LLC
left Feb 14, 2024, registered Feb 29, 2024 (15 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Andrew Blake Janni left Strategic Wealth Investment Group, Llc for Kestra Advisory Services, Llc (registered 2024-11-19)
Sep 17, 2024 · Advisor changed firm · fact
Andrew Blake Janni left Fidelity Personal And Workplace Advisors for Strategic Wealth Investment Group, Llc (registered 2024-02-29)
Feb 14, 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: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address