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7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-07-13 |
| FL | RA | APPROVED | 2019-04-25 |
| TX | RA | APPROVED_RES | 2019-04-18 |
| MD | RA | APPROVED | 2012-11-30 |
Branch Locations
7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Potomad, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fairfax Mortgage | Fairfax | VA | 01/1998 | Present |
| Spire Investment Partners, Llc | Mclean | VA | 11/2012 | Present |
I WISH TO WORK PART-TIME WITH FAIRFAX MORTGAGE TO ORIGINATE MORTGAGE LOANS. IN FUTURE, I MAY CONSIDER OPENING MY OWN MORTGAGE COMPANY. THIS ACTIVITY IS NOT INVESTMENT RELATED. THE NUMBER OF HOURS PER WEEK I EXPECT TO DEVOTE DURING SECURITIES TRADING HOURS WILL BE LESS THAN 1 HOUR PER DAY OR LESS THAN 25 HOURS PER MONTH. SPECTRUM ASSET MANAGEMENT, LLC; OWNER; 1/31/2024; DBA FOR INVESTMENT ADVISORY PRACTICE. FULL-TIME.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-15 |
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