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Ponte Vedra, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Aspen Group (Lovet) | Chicago | IL | 08/2022 | Present |
| National Veterinary Associates | Agoura Hills | CA | 08/2021 | 08/2022 |
| Mosaic Management Company | Dallas | TX | 08/2019 | 08/2021 |
| Bain & Company | Atlanta | GA | 08/2015 | 08/2019 |
| Crewson Financial | Ponte Vedra | FL | 01/2025 | Present |
Business Name: The Aspen Group (I specifically work for Lovet, the veterinary subsidiary) Type: The business is not investment-related Address: 800 W Fulton Market, Chicago, IL 60607 Nature: Lovet operates general practice animal hospitals across multiple states. Position: VP of Growth (full-time employee) Start Date: 8/8/2022 Time Commitment: Approximately 225 hours per month Trading Hours: As a full-time employee, Andrew is typically fully dedicated to his work at The Aspen Group during trading hours. This is not a conflict with his work at Crewson Financial, given Crewson Financial is an "advice only" firm and does not directly manage client assets or sell securities. Duties: At The Aspen Group, Andrew works for Lovet (the veterinary subsidiary) where he oversees the Lovet brand's strategy, analytics, commercial offerings, client financing programs, and real estate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-01 |
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