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1717 K Street N.W. Suite 900, Washington, DC 20006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-07-26 |
| DC | RA | APPROVED | 2024-06-20 |
Branch Locations
1717 K Street N.W. Suite 900, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alexandria Capital | Washington | DC | 02/2014 | 11/2016 |
| Bb&T Securities | Mclean | VA | 11/2016 | 02/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 06/2022 |
| Spire Investment Partners | Washington | DC | 06/2022 | 06/2024 |
| Advocate Wealth, Llc | Washington | DC | 02/2024 | Present |
1. He is an insurance agent, owner and sole proprietor at Eli Weissman. It is not investment related. He is an independent insurance agent. This accounts for 5% of his time, rarely during security hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-05-08 |
| S65 | Uniform Investment Adviser Law Examination | 2014-07-01 |
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