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7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-07-14 |
Branch Locations
7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
277 S. Washington Street Suite 210, Alexandria, VA 22314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cleveland | OH | 02/2013 | 02/2018 |
| Bank Of America, N.A | Cleveland | OH | 05/2013 | 02/2018 |
| Keel Point Capital, Llc | Vienna | VA | 03/2018 | 07/2020 |
| Spire Investment Partners, Llc | Mclean | VA | 07/2020 | Present |
DBA: IBIOCapital ("In Best Interest Of"). DBA for marketing and Spire related business management. Start; 7/2020, LLC. NON-PROFIT ORGANIZATION - NAME OF OUTSIDE BUSINESS ORGANIZATION: THE WASHINGTON HOME & COMMUNITY HOSPICES Non INVESTMENT RELATED: ADDRESS OF BUSINESS: WASHINGTON, DISTRICT OF COLUMBIA 20016 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: DIRECTOR, START DATE OF RELATIONSHIP: 1/31/2017 NUMBER OF HOURS DEVOTED: 4 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: IT'S A 125 YEAR-OLD CHARITABLE ORGANIZATION THAT PROVIDES HOSPICE SERVICES TO RESIDENTS IN GREATER WASHINGTON, DC. I MEET PERIODICALLY W/ THE OTHER BOARD MEMBERS TO GET UPDATES FROM THE FULL-TIME MANAGEMENT TEAM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-12 |
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