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Jake Obringer

Wealthspire Advisors

Reston, VA

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Current Employers
Wealthspire Advisors

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2021-08-04
  • VA RA
    APPROVED
    Since 2021-08-04

Branch Locations

11911 Freedom Drive Suite 700, Reston, VA 20190 • 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
Wealthspire Advisors Reston VA 06/2021 Present
Merrill Lynch Roanoke VA 05/2019 08/2019
Virginia Tech Blacksburg VA 08/2017 05/2021
Middle School/High School Mcmurray PA 01/2011 06/2017
  • 06/2021 → Present
    Wealthspire Advisors
    Reston, VA
  • 05/2019 → 08/2019
    Merrill Lynch
    Roanoke, VA
  • 08/2017 → 05/2021
    Virginia Tech
    Blacksburg, VA
  • 01/2011 → 06/2017
    Middle School/High School
    Mcmurray, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-04
  • S65 Uniform Investment Adviser Law Examination
    2021-08-04

View on SEC IAPD

Other Firms

MASON INVESTMENT ADVISORY SERVICES INC
STAPLE INVESTMENTS LLC
CETERA INVESTMENT ADVISERS LLC
CERITY PARTNERS LLC
AUTUMN WIND ASSET MANAGEMENT INC
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
F L PUTNAM INVESTMENT MANAGEMENT CO.
MODERN WEALTH MANAGEMENT, LLC

Other Investors

BRIAN MICHAEL KELLEY
SARAH E BAKER
Shayna Amalie Lebowitz
ALLISON LORI Berlenbach Gormier
WILLIAM JESSE DWENGER
MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

More in Reston, VA

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