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7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-06-23 |
Branch Locations
7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Englewood, CO • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Fort Lauderdale | FL | 09/2010 | 11/2018 |
| Lpl Financial Llc | Ft. Lauderdale | FL | 11/2018 | 06/2023 |
| Spire Investment Partners, Llc | Englewood | CO | 06/2023 | Present |
June 2023 - Investment Advisor Representative for Spire Wealth Management, an SEC RIA and affiliate of Spire Securities. Investment related. June 2023 - Approved for sales of Fixed Insurance products through Spire Insurance Agency. Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-06 |
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