Inactive

Gary Richard Sobelman

Wealthspire Advisors

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Current Employers

Wealthspire Advisors

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2021-01-04
TX	RA	APPROVED	2021-01-04

PA RA
APPROVED

Since 2021-01-04
TX RA
APPROVED

Since 2021-01-04

Branch Locations

12435 Park Potomac Avenue Suite 500, Potomac, MD 20854 • 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

Organization	City	State	From	To
Wealthspire Advisors	Potomac	MD	09/2015	Present

09/2015 → Present

Wealthspire Advisors

Potomac, MD

Previous Registrations

2015-09-22 → 2020-12-31

Wealthspire Advisors

Plymouth Meeting, PA

Potomac, MD
2010-01-19 → 2015-09-01

Highline Wealth Management, Llc

Bethesda, MD

Plymouth Meeting, PA
2007-05-03 → 2009-12-31

Convergent Wealth Advisors, Llc

Radnor, PA
2005-08-18 → 2007-05-03

Lydian Wealth Management Company, Llc

Radnor, PA
2000-10-26 → 2004-12-31

Hillview Capital Advisors, Llc

Ardmore, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-01-12
S63	Uniform Securities Agent State Law Examination	1985-11-25

S65 Uniform Investment Adviser Law Examination

1996-01-12
S63 Uniform Securities Agent State Law Examination

1985-11-25

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

LAURA DEAN PERKINS MARKOFF

JAMES CHRISTOPHER BROWN

HEATHER MCGOLERICK

KARL JACOB STIEGMANN

JAY MICHAEL WEINSTEIN

MICHELE GABRIELLE WALTHERT

MICHAEL J BURKE

Other Offices

MERITIS WEALTH MANAGEMENT, INC. · POTOMAC, MD

CHARLES SCHWAB & CO., INC. · Potomac, MD

WEALTHSPIRE ADVISORS · Potomac, MD

WEALTHSPIRE ADVISORS · Potomac, MD

WEALTHSPIRE ADVISORS · Potomac, MD

EDWARD JONES · POTOMAC, MD

MORGAN STANLEY · POTOMAC, MD

PATHSTONE · Potomac, MD

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