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7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2008-04-02 |
Branch Locations
7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Potomac, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spire Investment Partners, Llc | Bethesda | MD | 03/2008 | Present |
IAR OF SPIRE WEALTH MANAGEMENT. AGENT OF SPIRE INSURANCE AGENCY. DBA - Patterson Wealth Management Group.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-02-09 |
| S65 | Uniform Investment Adviser Law Examination | 2008-01-24 |
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