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2010 Corporate Ridge Suite 900, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-19 |
| VA | RA | APPROVED | 2025-11-19 |
Branch Locations
2010 Corporate Ridge Suite 900, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spire Investment Partners | Mclean | VA | 08/2011 | 06/2023 |
| Redbrick Lmd, Llc | Washington | DC | 07/2023 | 11/2025 |
| Foreside Fund Services, Llc | Washington | DC | 08/2023 | 11/2025 |
| Bogart Wealth Llc | Mclean | VA | 11/2025 | Present |
Landlord; Not Investment Related; Rental Property; Arlington, VA; 2/28/2024; Sole Proprietor/Landlord; Rental of home; 2Hrs/Mo.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-12-30 |
| S66 | Uniform Combined State Law Examination | 2012-03-22 |
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