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2740 Chain Bridge Road Suite 1, Vienna, VA 22181 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
| VA | RA | APPROVED | 2022-02-10 |
| TX | RA | APPROVED | 2021-10-18 |
Branch Locations
2740 Chain Bridge Road Suite 1, Vienna, VA 22181 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spire Investment Partners | Mclean | VA | 12/2014 | 11/2021 |
| Sovereign Wealth Management | Vienna | VA | 12/2016 | Present |
| Spire Wealth Management Llc & Spire Securities | Reston | VA | 12/2014 | 02/2022 |
Mr. Korolev holds an insurance agent license for life, long term care and disability insurance products. This is an investment-related business. Mr. Korolev carries out this business from the firm address. He is an insurance agent. He offers insurance products to Sovereign's clients. He started the insurance business in January 2015. He devotes approximately 5 hours per month to this business, during trading hours. He facilitates the sales of life, long term care and disability insurance products and receive commissions. This service is not limited to the firm's investment advisory clients. Investment management/financial planning clients are given the opportunity but not required to purchase these products from Mr. Korolev.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-25 |
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