Angelica Lynn Orozco

Spire Wealth Management, LLC

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Current Employers

Spire Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2025-01-01

SC RA
APPROVED

Since 2025-01-01

Branch Locations

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

N. Augusta, SC • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner, & Smith Incorporated	Aiken	SC	12/2012	08/2019
Bank Of America, N.A.	Aiken	SC	12/2017	08/2019
Morgan Stanely	Augusta	GA	10/2019	Present

12/2012 → 08/2019

Merrill Lynch, Pierce, Fenner, & Smith Incorporated

Aiken, SC
12/2017 → 08/2019

Bank Of America, N.A.

Aiken, SC
10/2019 → Present

Morgan Stanely

Augusta, GA

Previous Registrations

2019-10-31 → 2022-01-28

Morgan Stanley

Atlanta, GA

Augusta, GA
2014-12-16 → 2019-08-30

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Augusta, GA

Aiken, SC

Augusta, GA

Aiken, SC

Charleston, SC

North Augusta, SC

Aiken, SC

Augusta, GA

Evans, GA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-12-13
S63	Uniform Securities Agent State Law Examination	2014-09-20

S66 Uniform Combined State Law Examination

2014-12-13
S63 Uniform Securities Agent State Law Examination

2014-09-20

Other Names

Angelica Lynn Orozco
Angelica L Orozco

View on SEC IAPD

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