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7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-04-07 |
| MD | RA | APPROVED | 2025-01-30 |
Branch Locations
7901 Jones Branch Drive Suite 800, Mclean, VA 22102 • United States
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 |
|---|---|---|---|---|
| J.P. Morgan Chase Bank & Co. | Newark | DE | 02/2019 | 09/2021 |
| Jpmorgan Securities Llc | Newark | DE | 02/2019 | 10/2021 |
| Pennsylvania State University | Hazleton | PA | 08/2012 | 12/2016 |
| Northeast Ear, Nose And Throat Associates | Bloomsburg | PA | 05/2016 | 12/2016 |
| Amerimar Enterprises - Newark Associates | Newark | DE | 01/2017 | 02/2019 |
| Unemployed | Berwick | PA | 12/2016 | 01/2017 |
| Berwick Brewing Company | Bewick | PA | 06/2015 | 11/2016 |
| Jpmorgan Chase Bank Na | Baltimore | MD | 10/2021 | 01/2025 |
| Jpmorgan Securities Llc | Baltimore | MD | 10/2021 | 01/2025 |
| The Marshall Financial Group Llc | Hunt Valley | MD | 06/2023 | 01/2025 |
| J.P. Morgan Chase & Co | Baltimore | MD | 10/2021 | 05/2023 |
| Spire Wealth Management | Mclean | VA | 01/2025 | Present |
| Spire Securities | Mclean | VA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-10 |
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