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 17, 1993earliest registration or exam on IAPD

Years in industry

33derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

May 17, 1993

First registration

Aug 1, 2013

Dual registered

no

Other names

GEORGE MASON WILLIAMS

IAPD individual key

2349979

• Occurred

  Aug 9, 2023
  Advisor changed firm

  George Mason Williams left Nationwide Investment Advisors, Llc for Wealthspire Retirement Advisory (registered 2024-11-24)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9cd90b41-05f1-e155-5a25-608c310702fa

First observed

Aug 1, 2013

Last observed

Sep 15, 2026 6 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.