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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthspire Advisors Llc | Reston | VA | 06/2025 | Present |
| Sch Group | Tysons Corner | VA | 06/2024 | 08/2024 |
| The College Of William & Mary | Williamsburg | VA | 09/2021 | 05/2025 |
| Middle/High School | Phoenix | MD | 06/2015 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-23 |
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