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7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-08-21 |
Branch Locations
5714 Seybold Road , Oh Suite 101, Brookville, OH 45309 • United States
7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • 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 |
|---|---|---|---|---|
| E.K.RIley Investments, Llc | Seattle | WA | 12/2014 | Present |
| Spire Investment Partners | Sidney | OH | 08/2020 | Present |
1) Local Church Assembly for the Lord Jesus Christ; 01/01/2024; Board of Director/Volunteer minister; 5-15 hours/month; oversee accounts and staff, give sermons and lead Bible Studies; no compensation 2) ZION HOLDINGS, LLC; NOT I/R; 419 GARFIELD AVE; REAL ESTATE; PARTNER; 04/29/2014; 1 HR/MTH; 0 HRS/TRADING; WRITE THE CHECKS (BILL PAY), COLLECT THE RENTAL CHECKS. 3) INSURANCE SALES OF LIFE, FIXED. 1HR/WEEK, SERVICE CONTRACTS DURING FINANCIAL REVIEWS. 4) DBA: Levorchick Wealth Management, LLC. Est. 2017 for purpose of marketing/branding and running investment advisory and insurance related business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-12 |
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