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7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-06-08 |
Branch Locations
7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Medway, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Vienna | VA | 09/2013 | 10/2018 |
| Spire Investment Partners, Llc | Mclean | VA | 10/2018 | Present |
(1) Musician, non investment related. Perform at a variety of different venues in the greater Washington, DC area. Effective 04/2016. (2) IAR of Affiliate, Spire Wealth Management, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-01 |
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