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

WEALTHSPIRE RETIREMENT ADVISORY

Current firm class

institutional managerderived

Book size

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

Industry start

May 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Exams

S66

First exam

Feb 20, 2017

First registration

Feb 21, 2017

Dual registered

no

IAPD individual key

6333997

• Occurred

  Mar 28, 2024
  Advisor changed firm

  James Daniel Hannan left Kestra Advisory Services, Llc for Wealthspire Retirement Advisory (registered 2024-04-12)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1fecccea-de3e-89c1-9373-69cb0bd9ecb0

First observed

Feb 21, 2017

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.