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

Apr 21, 2000earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Apr 21, 2000

First registration

Aug 19, 2014

Dual registered

no

IAPD individual key

4168322

• Occurred

  Jul 31, 2023
  Advisor changed firm

  Lloyd Jon Engleman left Wealthspire Retirement Advisory for Accelerate Retirement (registered 2024-01-22)

  Form ADVobserved 3 days ago
• Occurred

  Jan 6, 2022
  Advisor changed firm

  Lloyd Jon Engleman left Onedigital for Wealthspire Retirement Advisory (registered 2021-12-02)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6e4424e4-e361-72b6-3b97-c5ff87f9410b

First observed

Aug 19, 2014

Last observed

Sep 15, 2026 3 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.