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Current Employers
Spire Wealth Management, Llc

7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2008-04-02
  • MD RA
    APPROVED
    Since 2008-04-02

Branch Locations

7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States

Potomac, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Spire Investment Partners, Llc Bethesda MD 03/2008 Present
  • 03/2008 → Present
    Spire Investment Partners, Llc
    Bethesda, MD
Other Businesses

IAR OF SPIRE WEALTH MANAGEMENT. AGENT OF SPIRE INSURANCE AGENCY. DBA - Patterson Wealth Management Group.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-02-09
S65 Uniform Investment Adviser Law Examination 2008-01-24
  • S63 Uniform Securities Agent State Law Examination
    2008-02-09
  • S65 Uniform Investment Adviser Law Examination
    2008-01-24
Designations

View on SEC IAPD

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