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 ADVISORS

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

Oct 31, 1996earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

5derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Oct 31, 1996

First registration

May 31, 2012

Dual registered

no

Other names

JULIE WILLIAMS|JULIETTE BENOIT|JULIE BENOIT

IAPD individual key

2783776

Graph

RIA / Wealth Management

Canonical id

dfx:ria:710168b7-5ec5-464e-0dc8-b1de8d50b71b

First observed

May 31, 2012

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.