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

Jan 1, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Mar 5, 2020

First registration

Mar 10, 2020

Dual registered

no

Other names

Sean Heyman

IAPD individual key

6910329

• Occurred

  Jun 10, 2022
  Advisor changed firm

  Sean Andrew Heyman left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Wealthspire Advisors (registered 2022-06-21)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8d4a3c0f-b183-9b08-3d8b-d5f4d2685855

First observed

Mar 10, 2020

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.