DFX Intelligence

Data Factory

RIA / WealthAdvisor29 years in industry

ANN-MARIE SEPUKA

Advisor at WELLTH ADVISORY SERVICES, LLC

SHOREWOOD, IL | Sugar Land, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d2c8caff-fc7e-e1cc-80e6-a4dbc1ae5ab5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 4, 1998 to Sep 15, 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: WELLTH ADVISORY SERVICES, LLC
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: Dec 18, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Dec 18, 1996
First registration: May 4, 1998
Dual registered: no
Other names: Ann-Marie Sepuka|ANN-MARIE WILLENBORG|ANNMARIE WILLENBORG|ANN-MARIE WILLENBORG
IAPD individual key: 2821734

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
WELLTH ADVISORY SERVICES, LLC	Institutional manager	Jun 28, 2024	n/a	yes	Sugar Land, TX\|SHOREWOOD, IL	Current employment
GLOBAL RETIREMENT PARTNERS LLC	Institutional manager	Mar 29, 2019	Jul 7, 2024	no	Shorewood, IL\|SAN RAFAEL, CA	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Nov 9, 2010	Apr 2, 2019	no	SUGAR LAND, TX\|SUGAR LAND, TX	Previous registration
NRP ADVISORS, INC.	n/a	Mar 7, 2008	Nov 5, 2010	no	SUGAR LANE, TX	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Jun 26, 2006	Mar 10, 2008	no	SUGARLAND, TX	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	May 4, 1998	Jun 28, 2006	no	WESTON, FL\|WESTON, FL	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
GLOBAL RETIREMENT PARTNERS LLC	WELLTH ADVISORY SERVICES, LLC	Jul 7, 2024	Jun 28, 2024	-9	Bulk transfer	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	GLOBAL RETIREMENT PARTNERS LLC	Apr 2, 2019	Mar 29, 2019	-4	Firm change	Other
NRP ADVISORS, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Nov 5, 2010	Nov 9, 2010	4	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	NRP ADVISORS, INC.	Mar 10, 2008	Mar 7, 2008	-3	Firm change	Other
RAYMOND JAMES & ASSOCIATES, INC.	RAYMOND JAMES FINANCIAL SERVICES, INC.	Jun 28, 2006	Jun 26, 2006	-2	Firm change	Other

Relationships

Registered with (6)

→ WELLTH ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Jun 28, 2024 to presentfactForm ADV
→ GLOBAL RETIREMENT PARTNERS LLCRegistered adviserregistration: previous registration
Mar 29, 2019 to Jul 7, 2024factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Nov 9, 2010 to Apr 2, 2019factForm ADV
→ NRP ADVISORS, INC.Registered adviserregistration: previous registration
Mar 7, 2008 to Nov 5, 2010factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jun 26, 2006 to Mar 10, 2008factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
May 4, 1998 to Jun 28, 2006factForm ADV

Dated events

No dated event names this entity yet.