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7901 Jones Branch Drive Suite 230, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-08-10 |
Branch Locations
7901 Jones Branch Drive Suite 230, Mclean, VA 22102 • 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 |
|---|---|---|---|---|
| Life Stage Transitions,Llc | Herndon | VA | 08/2011 | Present |
| Spire Investment Partners | Mclean | VA | 02/2015 | 08/2022 |
| Spire Wealth Management, Llc | Mclean | VA | 02/2015 | 08/2022 |
| Spire Securities, Llc | Mclean | VA | 02/2015 | Present |
FOUNDER & CEO OF LIFE STAGE TRANSITIONS, LLC, NOT INVESTMENT-RELATED, 1130 BRANDY RUN ROAD, HERNDON, VA 20170, EDUCATION & CONSULTING PROVIDED FOR NEWLY INDEPENDENT INDIVIDUALS AND COUPLES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-19 |
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