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

GREENSPRING ADVISORS, LLC

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

Dec 1, 2013earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

May 3, 2021

First registration

May 26, 2021

Dual registered

no

Other names

JEREMY D STACK|JEREMY DANIEL STACK

IAPD individual key

7036658

• Occurred

  Oct 31, 2022
  Advisor changed firm

  Jeremy Stack left Raymond James Financial Services Advisors, Inc for Greenspring Advisors, Llc (registered 2022-12-07)

  Form ADVobserved 5 days ago
• Occurred

  Feb 7, 2022
  Advisor changed firm

  Jeremy Stack left Kubhera Enterprises Llc for Raymond James Financial Services Advisors, Inc (registered 2022-01-28)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d126bf51-acfc-00cd-1729-c24680fee3c9

First observed

May 26, 2021

Last observed

Sep 14, 2026 7 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.