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7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-24 |
| NY | RA | APPROVED | 2021-08-24 |
Branch Locations
7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
42 W Market Street, Rhinebeck, NY 12572 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Kingston | NY | 03/2011 | 07/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 07/2021 |
| Spire Investment Partners | Rhinebeck | NY | 08/2021 | Present |
Investment Advisor representative for Spire Wealth Management - an affiliate. DBA: Tranquility Wealth Management. Unregistered DBA used for Spire related investment activities. Start Aug 2021, Full time, during trading hours. Compensation in commissions and management fees. Licensed insurance representative for Life and Variable business since Aug 2021, Compensated with commissions. Treasurer of NLEA Inc. (National Law Enforcement Associates); 09/30/2015; Training and networking of Law Enforcement Professionals; 4 hours/week; no compensation Rhinebeck Chamber of Commerce; Investment related: No; Nature of business: Association of Community Business Owners Position, title, association: Board Member; Start date: 8/20/2025; Number of hours devoted: 2/Month; Number of hours devoted during trading hours: 2/Month; Duties: Attend board meetings & assist with planning events
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-25 |
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