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Advisor at GREENSPRING ADVISORS, LLC
New York, NY | 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 | Oct 1, 2025 | n/a | yes | New York, NY|TOWSON, MD | Current employment |
| WEALTHSTREAM ADVISORS, INC. | Former SEC adviser | Nov 3, 2004 | Oct 3, 2025 | no | NEW YORK, NY|NEW YORK, NY|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTHSTREAM ADVISORS, INC. | GREENSPRING ADVISORS, LLC | Oct 3, 2025 | Oct 1, 2025 | -2 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 129428:132669:NY:2025-10-03 | Oct 3, 2025 | Oct 1, 2025 | NEW YORK, NY | Firm change |