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37458 Oyster House Road, Rehoboth Beach, DE 19971 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-07-08 |
| MD | RA | APPROVED | 2025-07-08 |
Branch Locations
37458 Oyster House Road, Rehoboth Beach, DE 19971 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Convergent Wealth Advisors, Llc | Potomac | MD | 05/2011 | 10/2016 |
| Spire Wealth Management | Mclean | VA | 11/2016 | 12/2016 |
| Morgan Stanley | Potomac | MD | 05/2017 | 12/2017 |
| Unemployed | Boonsboro | MD | 12/2016 | 05/2017 |
| Wealthspire Capital, Llc | Rockville | MD | 01/2018 | 06/2020 |
| Wealthspire Advisors | Potomac | MD | 12/2017 | 06/2025 |
| Dravo Bay Llc | Rehoboth Beach | DE | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-10-03 |
| S65 | Uniform Investment Adviser Law Examination | 2008-01-11 |
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