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7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-09 |
| VA | RA | APPROVED | 2021-01-04 |
Branch Locations
7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
1758 Worth Park Suite 200, Charlottesville, VA 22911 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Charlottesville | VA | 05/2009 | 12/2020 |
| Spire Investment Partners | Charlottesville | VA | 01/2021 | Present |
1. MID LIFE CRISIS BAND, NOT INV RELATED, EARLYSVILLE, VA, MUSICIAN, 4-5 HRS/MTH, COMPENSATED, START DATE 9/15/2006. 2. CO-TRUSTEE FOR ELIZABETH BARNETT CONSULTANT 401K; INV RELATED; EARLYSVILLE, VA; PRACTICE 401K PLAN; START: 10/15/14; 0 HR/MO; 0 DURING TRADING. 3. BARNETT FINANCIAL GROUP, DBA for Spire related business and insurance. INVT RELATED, CHRALOTTESVILLE, VA, 100% OWNERSHIP WITH SPOUSE, START DATE 12/10/2004 , 160 HRS PER MONTH, 6.5 HRS DURING TRADING, business runs through the DBA. 4. Insurance Sales through Barnett Financial Group; 12/10/2004; 2 hours/week; compensated via commissions. 5. Patterson Boys, LLC; screenplay marketing with intent to develop a feature motion picture; 2 hours/week; 10/15/2023; compensation contingent on sale of screenplay.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-18 |
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