DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at RANGE ADVISORY, LLC
MCLEAN, 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 |
|---|---|---|---|---|---|---|
| RANGE ADVISORY, LLC | Independent wealth | Sep 23, 2025 | n/a | yes | MCLEAN, VA | Current employment |
| WEALTHSPIRE ADVISORS | Independent wealth | Jan 5, 2021 | Sep 17, 2025 | no | Potomac, MD | Previous registration |
| WEALTHSPIRE ADVISORS | Former SEC adviser | Jul 18, 2019 | Dec 31, 2020 | no | POTOMAC, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTHSPIRE ADVISORS | RANGE ADVISORY, LLC | Sep 17, 2025 | Sep 23, 2025 | 6 | Firm change | RIA to RIA |
| WEALTHSPIRE ADVISORS | WEALTHSPIRE ADVISORS | Dec 31, 2020 | Jan 5, 2021 | 5 | Bulk transfer | RIA to RIA |