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Georgia Lauren Lord

Spire Wealth Management, LLC

Mclean, VA

Brooklyn, NY

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Current Employers
Spire Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-03-04
  • NY RA
    APPROVED
    Since 2024-03-04

Branch Locations

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

Brooklyn, NY • 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
OrganizationCityStateFromTo
Oppenheimer & Co New York City NY 05/2021 Present
Wealthsimple Brooklyn NY 01/2020 03/2021
Morningstar Credit Ratings New York City NY 01/2019 12/2019
Snelleman Tom Financial Services Brisbane 01/2015 11/2018
  • 05/2021 → Present
    Oppenheimer & Co
    New York City, NY
  • 01/2020 → 03/2021
    Wealthsimple
    Brooklyn, NY
  • 01/2019 → 12/2019
    Morningstar Credit Ratings
    New York City, NY
  • 01/2015 → 11/2018
    Snelleman Tom Financial Services
    Brisbane
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-14
  • S66 Uniform Combined State Law Examination
    2022-03-14
Designations

View on SEC IAPD

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