Best Investors
Account
Sign in
Best Investors
Account
Sign in
7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-04-04 |
| CT | RA | APPROVED | 2022-03-31 |
| TX | RA | APPROVED_RES | 2022-03-31 |
| MD | RA | APPROVED | 2022-03-30 |
| VA | RA | APPROVED | 2003-08-28 |
Branch Locations
7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
7901 Jones Branch Dr Suite 800, Mclean, VA 22102 • 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 |
|---|---|---|---|---|
| Spire Wealth Management, Llc | Mclean | VA | 08/2003 | Present |
| Spire Investment Partners, Llc | Mclean | VA | 11/2007 | Present |
| Corbett Road Investement Management | Mclean | VA | 09/2019 | Present |
1) IAR OF SPIRE WEALTH MANAGEMENT. DBA: CORBETT ROAD. EACH INVESTMENT RELATED AS AN IAR OF SWM. 2)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES 3) IAR/Pres. & Owner of Affiliated RIA, Corbett Road Capital Management (CRCM). Formed 9/2019. Affiliated through a Joint Venture with SIP. Hours devoted 1/2 of each business/trading day.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-15 |
Reach out to this advisor