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

Jun 11, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

4

Exams

S66

First exam

Jun 11, 2007

First registration

Apr 6, 2009

Dual registered

yes, broker-dealer

IAPD individual key

4596981

• Occurred

  Jun 21, 2023
  Advisor changed firm

  Gary Edward Shuford left Kestra Advisory Services, Llc for Wealthspire Retirement Advisory (registered 2023-06-23)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bf029c3a-2a88-12db-ae54-92c22aaf6e6d

First observed

Apr 6, 2009

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.