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Inactive

Abby R Bare

Wealthspire Advisors

Madison, WI

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2021-09-20
  • WI RA
    APPROVED
    Since 2021-09-20

Branch Locations

10 Terrace Court Suite 103, Madison, WI 53718 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bronfman E.L. Rothschild Lp Madison WI 05/2013 01/2020
Belr Capital Madison WI 11/2014 01/2020
Baker Tilly Capital, Llc Madison WI 01/2020 09/2021
Baker Tilly Wealth Management, Llc Madison WI 07/2020 09/2021
Baker Tilly Us, Llp Madison WI 01/2020 09/2020
Wealthspire Advisors Madison WI 09/2021 Present
  • 05/2013 → 01/2020
    Bronfman E.L. Rothschild Lp
    Madison, WI
  • 11/2014 → 01/2020
    Belr Capital
    Madison, WI
  • 01/2020 → 09/2021
    Baker Tilly Capital, Llc
    Madison, WI
  • 07/2020 → 09/2021
    Baker Tilly Wealth Management, Llc
    Madison, WI
  • 01/2020 → 09/2020
    Baker Tilly Us, Llp
    Madison, WI
  • 09/2021 → Present
    Wealthspire Advisors
    Madison, WI
Previous Registrations
  • 2020-07-15 → 2021-09-17
    Baker Tilly Wealth Management, Llc
    Madison, WI
  • 2013-06-12 → 2020-01-08
    Wealthspire Advisors
    Potomac, MD
    Madison, WI
  • 2007-09-14 → 2013-05-14
    Baker Tilly Investment Advisors
    Madison, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-13
S63 Uniform Securities Agent State Law Examination 2003-01-20
  • S66 Uniform Combined State Law Examination
    2007-09-13
  • S63 Uniform Securities Agent State Law Examination
    2003-01-20

View on SEC IAPD

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ORSAN M KHARBUSH
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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
LPL ENTERPRISE, LLC · MADISON, WI
CLF ASSET MANAGEMENT, INC. · MADISON, WI
EAGLE STRATEGIES LLC · MADISON, WI
VALMARK ADVISERS, INC. · Madison, WI
GREENPOINT ASSET MANAGEMENT V LLC · MADISON, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MADISON, WI

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