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RIA / WealthAdvisor24 years in industry

OLIVER PURSCHE

Advisor at WEALTHSPIRE ADVISORS

Westport, CT

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Search this name across graphsid dfx:ria:b29d2db1-1474-2d77-afca-9cff6076001f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 26, 2002 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jul 26, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Feb 2, 2005
First registration: Jul 26, 2002
Dual registered: no
IAPD individual key: 2402551

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WEALTHSPIRE ADVISORS	Independent wealth	Nov 9, 2020	n/a	yes	Westport, CT	Current employment
BRONSON MEADOWS CAPITAL MANAGEMENT	Former SEC adviser	Jun 11, 2020	Oct 29, 2020	no	FAIRFIELD, CT	Previous registration
GARY GOLDBERG PLANNING SERVICES	Former SEC adviser	Mar 16, 2017	Apr 6, 2020	no	LOCUST VALLEY, NY	Previous registration
GARY GOLDBERG PLANNING SERVICES INC	Former SEC adviser	Feb 8, 2005	Mar 18, 2015	no	SUFFERN, NY	Previous registration
NEUBERGER BERMAN BD LLC	No RAUM reported	Jul 26, 2002	Sep 6, 2002	no	NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BRONSON MEADOWS CAPITAL MANAGEMENT	WEALTHSPIRE ADVISORS	Oct 29, 2020	Nov 9, 2020	11	Firm change	RIA to RIA
GARY GOLDBERG PLANNING SERVICES	BRONSON MEADOWS CAPITAL MANAGEMENT	Apr 6, 2020	Jun 11, 2020	66	Firm change	RIA to new firm
GARY GOLDBERG PLANNING SERVICES INC	GARY GOLDBERG PLANNING SERVICES	Mar 18, 2015	Mar 16, 2017	729	Channel change	Other
NEUBERGER BERMAN BD LLC	GARY GOLDBERG PLANNING SERVICES INC	Sep 6, 2002	Feb 8, 2005	886	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
110784:173565:NY:2015-03-18	Mar 18, 2015	Mar 16, 2017	SUFFERN, NY	Firm change after gap

Relationships

Registered with (5)

→ WEALTHSPIRE ADVISORSRegistered adviserregistration: current employment
Nov 9, 2020 to presentfactForm ADV
→ BRONSON MEADOWS CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Jun 11, 2020 to Oct 29, 2020factForm ADV
→ GARY GOLDBERG PLANNING SERVICESRegistered adviserregistration: previous registration
Mar 16, 2017 to Apr 6, 2020factForm ADV
→ GARY GOLDBERG PLANNING SERVICES INCRegistered adviserregistration: previous registration
Feb 8, 2005 to Mar 18, 2015factForm ADV
→ NEUBERGER BERMAN BD LLCRegistered adviserregistration: previous registration
Jul 26, 2002 to Sep 6, 2002factForm ADV

Dated events

No dated event names this entity yet.