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Lauren Rathsack

Wealthspire Advisors

Fulton, MD

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Current Employers
Wealthspire Advisors

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-03-31
  • MD RA
    APPROVED
    Since 2025-03-31

Branch Locations

8170 Maple Lawn Blvd Suite 100, Fulton, MD 20759 • 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
Weis Markets Mount Airy MD 04/2018 04/2019
Rattlewood Golf Course Mount Airy MD 04/2019 09/2021
Homegoods Mount Airy MD 11/2020 12/2020
Academy Financial Lutherville MD 05/2022 08/2022
Infocus Financial Advisors Salisbury MD 01/2023 08/2023
Salisbury University/Perdue School Of Business Salisbury MD 05/2021 12/2023
Salisbury University Salisbury MD 08/2020 12/2023
Salisbury University Salisbury MD 08/2023 12/2023
Janney Montgomery Scott Lutherville MD 02/2024 01/2025
Minor/Student/Unemployed Mount Airy MD 01/2014 04/2018
Wealthspire Advisors Llc Fulton MD 01/2025 Present
  • 04/2018 → 04/2019
    Weis Markets
    Mount Airy, MD
  • 04/2019 → 09/2021
    Rattlewood Golf Course
    Mount Airy, MD
  • 11/2020 → 12/2020
    Homegoods
    Mount Airy, MD
  • 05/2022 → 08/2022
    Academy Financial
    Lutherville, MD
  • 01/2023 → 08/2023
    Infocus Financial Advisors
    Salisbury, MD
  • 05/2021 → 12/2023
    Salisbury University/Perdue School Of Business
    Salisbury, MD
  • 08/2020 → 12/2023
    Salisbury University
    Salisbury, MD
  • 08/2023 → 12/2023
    Salisbury University
    Salisbury, MD
  • 02/2024 → 01/2025
    Janney Montgomery Scott
    Lutherville, MD
  • 01/2014 → 04/2018
    Minor/Student/Unemployed
    Mount Airy, MD
  • 01/2025 → Present
    Wealthspire Advisors Llc
    Fulton, MD
Other Businesses

Baltimore Estate Planning Council

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-29
  • S65 Uniform Investment Adviser Law Examination
    2025-03-29
Other Names
  • Lauren Longoria Rathsack

View on SEC IAPD

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