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 30, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

May 30, 2013

First registration

Sep 9, 2021

Dual registered

no

Other names

JAMIE APRIL BOND|JAMIE APRIL FOWLKE|JAMIE FOWLKE

IAPD individual key

6186159

• Occurred

  Jan 15, 2025
  Advisor changed firm

  Jamie April Bond left Corient for Wealthspire Retirement Advisory (registered 2025-04-08)

  Form ADVobserved 4 days ago
• Occurred

  Mar 31, 2023
  Advisor changed firm

  Jamie April Bond left Budros, Ruhlin & Roe for Corient (registered 2022-11-23)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8a93050e-ccac-4b5b-c41c-5a9c7e58e4d2

First observed

Sep 9, 2021

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.