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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Blacksburg | VA | 06/2014 | 06/2023 |
| Wealthspire Advisors Llc | Potomac | MD | 06/2023 | 08/2023 |
| Student | Blacksburg | VA | 08/2023 | 05/2024 |
| Wealthspire Advisors Llc | Potomac | MD | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-02 |
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