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Joseph Perry Orff

Greenspring Advisors, LLC

New York, NY

Towson, MD

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Current Employers
Greenspring Advisors, Llc

One West Pennsylvania Avenue Suite 500, Towson, MD 21204 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-10-02
TX RA APPROVED 2025-10-02
  • NY RA
    APPROVED
    Since 2025-10-02
  • TX RA
    APPROVED
    Since 2025-10-02

Branch Locations

60 East 42Nd Street Suite 1120, New York, NY 10165 • United States

One West Pennsylvania Avenue Suite 500, Towson, MD 21204 • 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
University Of Miami Coral Gables FL 08/2014 05/2018
Wealthstream Advisors, Inc. New York NY 07/2018 01/2020
University Of Miami Miami FL 08/2014 05/2018
Wealthstream Advisors, Inc. New York NY 01/2020 01/2022
Wealthstream Advisors, Inc. New York NY 01/2022 01/2023
Wealthstream Advisors, Inc. New York NY 01/2023 09/2025
Greenspring Advisors, Llc New York NY 10/2025 Present
Greenspring Advisors, Llc New York NY 10/2025 Present
  • 08/2014 → 05/2018
    University Of Miami
    Coral Gables, FL
  • 07/2018 → 01/2020
    Wealthstream Advisors, Inc.
    New York, NY
  • 08/2014 → 05/2018
    University Of Miami
    Miami, FL
  • 01/2020 → 01/2022
    Wealthstream Advisors, Inc.
    New York, NY
  • 01/2022 → 01/2023
    Wealthstream Advisors, Inc.
    New York, NY
  • 01/2023 → 09/2025
    Wealthstream Advisors, Inc.
    New York, NY
  • 10/2025 → Present
    Greenspring Advisors, Llc
    New York, NY
  • 10/2025 → Present
    Greenspring Advisors, Llc
    New York, NY
Previous Registrations
  • 2022-12-05 → 2025-10-03
    Wealthstream Advisors, Inc.
    New York, NY
Designations
Other Names
  • Joseph P Orff
  • Joseph Perry Orff
  • Joseph Perry Orff, Jr.

View on SEC IAPD

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