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Advisor at WEALTHSPIRE ADVISORS
Reston, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WEALTHSPIRE ADVISORS | Independent wealth | Jan 4, 2021 | n/a | yes | Reston, VA | Current employment |
| WEALTHSPIRE ADVISORS | Former SEC adviser | Sep 22, 2015 | Dec 31, 2020 | no | POTOMAC, MD | Previous registration |
| HIGHLINE WEALTH MANAGEMENT, LLC | Former SEC adviser | Sep 17, 2014 | Dec 16, 2015 | no | ROCKVILLE, MD | Previous registration |
| UNITED CAPITAL FINANCIAL ADVISORS | Independent wealth | Jun 26, 2014 | Aug 5, 2014 | no | BETHESDA, MD | Previous registration |
| SAGE ADVISORY SERVICES LTD CO | Mixed wealth | Jun 7, 2013 | Jun 18, 2014 | no | AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTHSPIRE ADVISORS | WEALTHSPIRE ADVISORS | Dec 31, 2020 | Jan 4, 2021 | 4 | Bulk transfer | RIA to RIA |
| HIGHLINE WEALTH MANAGEMENT, LLC | WEALTHSPIRE ADVISORS | Dec 16, 2015 | Sep 22, 2015 | -85 | Firm change after gap | Other |
| UNITED CAPITAL FINANCIAL ADVISORS | HIGHLINE WEALTH MANAGEMENT, LLC | Aug 5, 2014 | Sep 17, 2014 | 43 | Firm change | Other |
| SAGE ADVISORY SERVICES LTD CO | UNITED CAPITAL FINANCIAL ADVISORS | Jun 18, 2014 | Jun 26, 2014 | 8 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 142542:168095:MD:2015-12-16 | Dec 16, 2015 | Sep 22, 2015 | ROCKVILLE, MD | Firm change after gap |