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Current Employers
Spire Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2012-01-12
  • VA RA
    APPROVED
    Since 2012-01-12

Branch Locations

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

7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • 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
Spire Investment Partners Mclean VA 01/2012 Present
Spire Securities Mclean VA 01/2012 Present
Corbett Road Capital Management, Llc Mclean VA 08/2023 Present
  • 01/2012 → Present
    Spire Investment Partners
    Mclean, VA
  • 01/2012 → Present
    Spire Securities
    Mclean, VA
  • 08/2023 → Present
    Corbett Road Capital Management, Llc
    Mclean, VA
Previous Registrations
Other Businesses

Mr. McCoy is a RR with Spire Securities. He has held this role since 1/2012. Mr. McCoy is also a Managing Partner / Wealth Director at Corbett Road Wealth Management a dba name for Spire Wealth Management. He has held this role since 1/2012. Both positions are located at 7901 Jones Branch Fr, Suite 800. McLean, VA 22102, Spire Securities and Spire Wealth are affiliates of Corbett Road Capital Management.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-03-10
S63 Uniform Securities Agent State Law Examination 1992-01-13
  • S65 Uniform Investment Adviser Law Examination
    1995-03-10
  • S63 Uniform Securities Agent State Law Examination
    1992-01-13

View on SEC IAPD

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