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7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-01-13 |
| TX | RA | APPROVED_RES | 2019-08-28 |
Branch Locations
7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
129 E. Patrick Street Suite 12, Frederick, MD 21701 • United States
4 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Advisors Group | Rockville | MD | 08/2002 | 08/2019 |
| Lincoln Financial Advisors | Frederick | MD | 08/2015 | 08/2019 |
| Spire Investment Partners, Llc | Frederick | MD | 08/2019 | Present |
1) IAR of Affiliate, Spire Wealth Management. Insurance Agent: Spire Insurance Agency (Life Insurance sales) - Start 8/2019, Full time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-09 |
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