Best Investors Account Sign in
Inactive

John Bay

Spire Wealth Management, LLC

Mclean, VA

Winchester, MA

Claim This Profile
Current Employers
Spire Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-13
  • MA RA
    APPROVED
    Since 2025-03-13

Branch Locations

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

Winchester, MA • 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
Ucla Anderson School Of Management Los Angeles CA 09/2015 06/2017
Ubs Financial Services Inc. Rockland MA 01/2018 07/2019
Unemployed Arlington MA 07/2017 12/2017
Triad Advisors, Llc Braintree MA 07/2019 02/2021
Goss Advisors Braintree MA 07/2019 12/2020
Pallas Capital Advisors, Llc Braintree MA 06/2019 02/2021
Newedge Advisors Boston MA 04/2021 01/2024
Lpl Financial Llc Arlington MA 04/2021 11/2022
Newedge Securities, Inc. Boston MA 11/2022 01/2024
M3 Advisory Group, Llc Needham Heights MA 01/2024 03/2025
Spire Wealth Management Mclean VA 03/2025 Present
  • 09/2015 → 06/2017
    Ucla Anderson School Of Management
    Los Angeles, CA
  • 01/2018 → 07/2019
    Ubs Financial Services Inc.
    Rockland, MA
  • 07/2017 → 12/2017
    Unemployed
    Arlington, MA
  • 07/2019 → 02/2021
    Triad Advisors, Llc
    Braintree, MA
  • 07/2019 → 12/2020
    Goss Advisors
    Braintree, MA
  • 06/2019 → 02/2021
    Pallas Capital Advisors, Llc
    Braintree, MA
  • 04/2021 → 01/2024
    Newedge Advisors
    Boston, MA
  • 04/2021 → 11/2022
    Lpl Financial Llc
    Arlington, MA
  • 11/2022 → 01/2024
    Newedge Securities, Inc.
    Boston, MA
  • 01/2024 → 03/2025
    M3 Advisory Group, Llc
    Needham Heights, MA
  • 03/2025 → Present
    Spire Wealth Management
    Mclean, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-27
  • S66 Uniform Combined State Law Examination
    2018-02-27
Designations
Other Names
  • John Martin Bay
  • John Bay

View on SEC IAPD

Other Firms

BLUESTONE INVESTMENT MANAGER, LLC
MORGAN STANLEY
WELLS FARGO CLEARING SERVICES, LLC
CHARLES SCHWAB & CO., INC.
SEIA
SCHWAB WEALTH ADVISORY, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SANCHEZ & ZURES, LLC

Other Investors

SEAN WILLIAM HOSTY
ANIE T ZAROOKIAN
NGOC DINA HUYNH
KRISTEN W HERARD
TORI LYNN FRITZ
Margaret Isabelle Gargulinski
CLAIRE T SWAYZE
AMIR CHANDLER BRENNER

Other Offices

BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA
MORGAN STANLEY · Mclean, VA
WELLS FARGO CLEARING SERVICES, LLC · MCLEAN, VA
CHARLES SCHWAB & CO., INC. · Tysons Corner, VA
SEIA · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SEIA · Tyson's Corner, VA

More in Mclean, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor