This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ACCELERATE RETIREMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Oct 21, 2020

First registration

Oct 28, 2020

Dual registered

no

IAPD individual key

6859761

• Occurred

  Nov 15, 2024
  Advisor changed firm

  Jordan Smith left Lion Street Advisors, Llc for Accelerate Retirement (registered 2024-11-08)

  Form ADVobserved 4 days ago
• Occurred

  May 5, 2022
  Advisor changed firm

  Jordan Smith left John Hancock Personal Financial Services, Llc for Lion Street Advisors, Llc (registered 2023-02-27)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:100b1100-7704-9fdd-a0fa-db067e817971

First observed

Oct 28, 2020

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.