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

Feb 1, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Jun 30, 2010

First registration

Dec 19, 2011

Dual registered

no

Other names

BLAKE RYAN BARR|BLAKE R BARR|BLAKE BARR|BLAKE R BARR

IAPD individual key

5642032

• Occurred

  Jun 8, 2024
  Advisor changed firm

  Blake Ryan Barr left Fidelity Personal And Workplace Advisors for Wealthspire Advisors (registered 2024-06-27)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a2ae315d-2f20-1e00-a424-ef12368f8fce

First observed

Dec 19, 2011

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.