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Andrew Michael Machenheimer

Cerity Partners LLC

Cincinnati, OH

New York, NY

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Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-02-28
KY RA APPROVED 2023-02-27
  • OH RA
    APPROVED
    Since 2023-02-28
  • KY RA
    APPROVED
    Since 2023-02-27

Branch Locations

7845 Kenwood Rd, Cincinnati, OH 45236 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade Cincinnati OH 08/2007 01/2021
Td Ameritrade Columbus OH 09/2012 01/2021
Unemployed Galena OH 01/2021 04/2022
Argi Investment Services, Llc Louisville KY 04/2022 02/2023
Cerity Partners Cincinnati OH 02/2023 Present
  • 08/2007 → 01/2021
    Td Ameritrade
    Cincinnati, OH
  • 09/2012 → 01/2021
    Td Ameritrade
    Columbus, OH
  • 01/2021 → 04/2022
    Unemployed
    Galena, OH
  • 04/2022 → 02/2023
    Argi Investment Services, Llc
    Louisville, KY
  • 02/2023 → Present
    Cerity Partners
    Cincinnati, OH
Previous Registrations
  • 2022-04-04 → 2023-04-21
    Cerity Partners Ocio Llc
    Cincinnati, OH
    New York, NY
  • 2021-06-10 → 2021-12-07
    Transamerica Financial Advisors, Llc
    Johns Creek, GA
    Columbus, OH
  • 2007-09-19 → 2021-01-11
    Td Ameritrade, Inc.
    Cincinnati, OH
    Columbus, OH
  • 2007-09-19 → 2020-12-31
    Td Ameritrade Investment Management, Llc
    Cincinnati, OH
    Columbus, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-10
S63 Uniform Securities Agent State Law Examination 2000-09-27
  • S66 Uniform Combined State Law Examination
    2007-09-10
  • S63 Uniform Securities Agent State Law Examination
    2000-09-27
Other Names
  • Andy Machenheimer
  • Andy Michael Machenheimer

View on SEC IAPD

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Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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