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7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-05-12 |
Branch Locations
7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Vienna | VA | 10/2018 | 01/2021 |
| Manning And Napier Advisors | Fairport | NY | 08/2016 | 10/2018 |
| Mercer Global Advisors Inc. | Vienna | VA | 01/2021 | 09/2023 |
| Rockefeller Financial Llc | Arlington | VA | 01/2024 | Present |
| Unemployed | N/A | VA | 09/2023 | 01/2024 |
| Spire Wealth Advisors | Mclean | VA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-10 |
| S65 | Uniform Investment Adviser Law Examination | 2019-01-15 |
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