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Oakton, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-01 |
| VA | RA | APPROVED | 2020-03-10 |
Branch Locations
Potomac Falls, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Washington | DC | 06/2009 | 01/2019 |
| Demand Wealth Llc | Oakton | VA | 09/2019 | Present |
| Spire Securities, Llc | Vienna | VA | 10/2016 | 03/2020 |
| Spire Wealth Management, Llc | Vienna | VA | 01/2019 | 03/2020 |
| Demand Wealth Llc | Oakton | VA | 03/2020 | Present |
| Mink Wealth Management, Llc | Vienna | VA | 01/2019 | 03/2020 |
1)Demand Wealth - INVESTMENT RELATED - REGISTERED INVESTMENT ADVISOR - CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER - START DATE: 09/2019. 2) Youth Interest Foundation - non-profit association.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-15 |
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