Andrew James Lehman

3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-04-26
OH	RA	APPROVED	2021-11-02

Branch Locations

3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States

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

Organization	City	State	From	To
Ef Legacy Securities, Llc	Henrico	VA	08/2016	10/2018
Edelman Financial Services, Llc	Fairfax	VA	08/2016	11/2018
Financial Engines Advisors L.L.C.	Sunnyvale	CA	11/2018	11/2021
Inspire Advisors, Llc Dba Inspire Advisors - Upward Management	Meridian	ID	11/2021	Present

08/2016 → 10/2018

Ef Legacy Securities, Llc

Henrico, VA
08/2016 → 11/2018

Edelman Financial Services, Llc

Fairfax, VA
11/2018 → 11/2021

Financial Engines Advisors L.L.C.

Sunnyvale, CA
11/2021 → Present

Inspire Advisors, Llc Dba Inspire Advisors - Upward Management

Meridian, ID

2018-11-01 → 2021-11-23

Edelman Financial Engines

Dublin, OH
2016-08-10 → 2018-11-01

Edelman Financial Services, Llc

Columbus, OH

Fairfax, VA
2015-06-17 → 2016-08-08

Hamilton Capital

Columbus, OH
2012-02-01 → 2015-05-19

Edelman Financial Services, Llc

Fairfax, VA

Columbus, OH
2010-02-09 → 2011-10-03

Chase Investment Services Corp.

Canal Winchester, OH
2009-10-19 → 2010-02-19

Creative Financial Solutions, Llc

Washington C. H., OH

11/2009 Independent Licensed Insurance Agent; Investment Related; Dublin, OH; Life, Health, Accident

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-09-25

Other Firms