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Advisor at GREENSPRING ADVISORS, LLC
TOWSON, MD
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 |
|---|---|---|---|---|---|---|
| GREENSPRING ADVISORS, LLC | Independent wealth | Mar 8, 2026 | n/a | yes | TOWSON, MD | Current employment |
| MCLEAN ASSET MANAGEMENT CORP. | Independent wealth | Jan 15, 2015 | Jan 2, 2026 | no | TYSONS, VA | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Mar 26, 2014 | Nov 5, 2014 | no | WESTMINSTER, MD | Previous registration |
| GLASS JACOBSON WEALTH ADVISORS | Independent wealth | Oct 25, 2012 | Feb 25, 2014 | no | OWINGS MILLS, MD | Previous registration |
| TUTTLE WEALTH MANAGEMENT, LLC | Former SEC adviser | Feb 21, 2012 | Jul 17, 2012 | no | STAMFORD, CT | Previous registration |
| GREENSPRING ADVISORS, LLC | Independent wealth | Jan 28, 2009 | Nov 28, 2011 | no | TOWSON, MD | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Oct 1, 2008 | Feb 5, 2009 | no | BALTIMORE, MD|BALTIMORE, MD|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MCLEAN ASSET MANAGEMENT CORP. | GREENSPRING ADVISORS, LLC | Jan 2, 2026 | Mar 8, 2026 | 65 | Firm change | RIA to RIA |
| RAYMOND JAMES & ASSOCIATES, INC. | MCLEAN ASSET MANAGEMENT CORP. | Nov 5, 2014 | Jan 15, 2015 | 71 | Firm change | Other |
| GLASS JACOBSON WEALTH ADVISORS | RAYMOND JAMES & ASSOCIATES, INC. | Feb 25, 2014 | Mar 26, 2014 | 29 | Firm change | Other |
| TUTTLE WEALTH MANAGEMENT, LLC | GLASS JACOBSON WEALTH ADVISORS | Jul 17, 2012 | Oct 25, 2012 | 100 | Firm change | Other |
| GREENSPRING ADVISORS, LLC | TUTTLE WEALTH MANAGEMENT, LLC | Nov 28, 2011 | Feb 21, 2012 | 85 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | GREENSPRING ADVISORS, LLC | Feb 5, 2009 | Jan 28, 2009 | -8 | Firm change | Other |