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Dillon Gorham

Wealthspire Advisors

Chicago, IL

CRD 7284371

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Employer firm

Wealthspire Advisors CRD 106181

$34.3B regulatory AUM 400 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Wealthspire Advisors

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-06-05
  • IL RA
    APPROVED
    Since 2023-06-05

Branch Locations

One N Franklin St Suite 3330, Chicago, IL 60606 • 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
New York Life Insurance Co. Downers Grove IL 08/2020 04/2022
Miami University Oxford OH 08/2016 08/2020
The Happ Inn Northfield IL 05/2017 09/2017
Warehouse Systems Northbrook IL 06/2018 08/2018
Golftini Prospect Heights IL 06/2019 08/2019
Nylife Securities Llc Downers Grove IL 06/2021 04/2022
Unemployed Northfield IL 01/2010 09/2020
Wealthspire Advisors Chicago IL 05/2022 Present
  • 08/2020 → 04/2022
    New York Life Insurance Co.
    Downers Grove, IL
  • 08/2016 → 08/2020
    Miami University
    Oxford, OH
  • 05/2017 → 09/2017
    The Happ Inn
    Northfield, IL
  • 06/2018 → 08/2018
    Warehouse Systems
    Northbrook, IL
  • 06/2019 → 08/2019
    Golftini
    Prospect Heights, IL
  • 06/2021 → 04/2022
    Nylife Securities Llc
    Downers Grove, IL
  • 01/2010 → 09/2020
    Unemployed
    Northfield, IL
  • 05/2022 → Present
    Wealthspire Advisors
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-05
S63 Uniform Securities Agent State Law Examination 2021-10-15
  • S65 Uniform Investment Adviser Law Examination
    2023-06-05
  • S63 Uniform Securities Agent State Law Examination
    2021-10-15

View on SEC IAPD

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