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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-06-03 |
Branch Locations
1640 Boro Place 4Th Floor Office 400, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spire Securities, Llc | Vienna | VA | 10/2015 | 12/2017 |
| Kfa Private Wealth Group, Llc | Vienna | VA | 10/2015 | 06/2024 |
| Arete Wealth Management Llc | Chicago | IL | 01/2018 | 10/2023 |
| Corient | Mclean | VA | 06/2024 | Present |
| Corient Services Llc | Miami | FL | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-29 |
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