Inactive

Ashley Elyse Iddings

Wealthspire Advisors

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Current Employers

Wealthspire Advisors

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2021-01-03

MD RA
APPROVED

Since 2021-01-03

Branch Locations

12435 Park Potomac Avenue Suite 500, Potomac, MD 20854 • 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

Organization	City	State	From	To
Wealthspire Advisors	Potomac	MD	09/2015	Present

09/2015 → Present

Wealthspire Advisors

Potomac, MD

Previous Registrations

2015-09-22 → 2020-12-31

Wealthspire Advisors

Potomac, MD
2008-05-02 → 2015-12-16

Highline Wealth Management, Llc

Bethesda, MD
2007-05-02 → 2007-11-29

Convergent Wealth Advisors, Llc

Rockville, MD
2003-05-26 → 2007-05-02

Lydian Wealth Management Company, Llc

Rockville, MD

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2003-05-22

S65 Uniform Investment Adviser Law Examination

2003-05-22

Other Names

Ashley Iddings

View on SEC IAPD

Other Firms

MERITIS WEALTH MANAGEMENT, INC.

CHARLES SCHWAB & CO., INC.

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

LAURA DEAN PERKINS MARKOFF

JAMES CHRISTOPHER BROWN

HEATHER MCGOLERICK

KARL JACOB STIEGMANN

GARY RICHARD SOBELMAN

JAY MICHAEL WEINSTEIN

MICHELE GABRIELLE WALTHERT

Other Offices

MERITIS WEALTH MANAGEMENT, INC. · POTOMAC, MD

CHARLES SCHWAB & CO., INC. · Potomac, MD

WEALTHSPIRE ADVISORS · Potomac, MD

WEALTHSPIRE ADVISORS · Potomac, MD

WEALTHSPIRE ADVISORS · Potomac, MD

EDWARD JONES · POTOMAC, MD

MORGAN STANLEY · POTOMAC, MD

PATHSTONE · Potomac, MD

More in Potomac, MD

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