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Advisor at WEALTHSPIRE ADVISORS
Fulton, MD
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 | Mar 31, 2021 | n/a | yes | Fulton, MD | Current employment |
| Stratwealth | Former SEC adviser | Sep 30, 2013 | Oct 1, 2021 | no | FULTON, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Stratwealth | WEALTHSPIRE ADVISORS | Oct 1, 2021 | Mar 31, 2021 | -184 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 113678:106181:MD:2021-10-01 | Oct 1, 2021 | Mar 31, 2021 | FULTON, MD | Firm change after gap |