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7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-09-22 |
| VA | RA | APPROVED | 2018-10-25 |
Branch Locations
7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Frederick, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Bethesda | MD | 03/2013 | 11/2017 |
| Tiaa | Bethesda | MD | 03/2013 | 11/2017 |
| Suntrust Investment Services Inc | Atlanta | GA | 11/2017 | 07/2018 |
| Suntrust Bank | Silver Spring | MD | 11/2017 | 07/2018 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 11/2017 | 07/2018 |
| Spire Investment Partners | Mclean | VA | 10/2018 | Present |
INSURANCE AGENT, LICENSED FOR LIFE INSURANCE, HEALTH INSURANCE AND/OR ANNUITY LINES OF BUSINESS. INVESTMENT ADVISER REPRESENTATIVE OF SPIRE WEALTH MANAGEMENT, AN SEC RIA. (AFFILIATE)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-11 |
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