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7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-22 |
| IL | RA | APPROVED | 2021-10-13 |
Branch Locations
7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
315 W. Downer Place, #1, Aurora, IL 60506 • United States
2 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 |
|---|---|---|---|---|
| Lpl Financial | Yorkville | IL | 10/2011 | 07/2021 |
| Spire Investment Partners | Yorkville | IL | 09/2021 | Present |
10/2021 Registered as an IAR of Spire Wealth Management, an SEC RIA and affiliate of Spire Securities. DBA: 3 Point Financial: Branding entity to conduct Spire related activities. Start 10/2021 - full time during market hours. 10/11/2011: REAL ESTATE RENTAL - RENTAL PROPERTY. HOME. - YORKVILLE, IL 60580. 10/11/2011: NON-VARIABLE INSURANCE - FIXED ANNUITIES AND LIFE INSURANCE. - YORKVILLE, IL.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-15 |
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