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Leesburg, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-17 |
| CA | RA | APPROVED | 2025-11-05 |
| MD | RA | APPROVED | 2025-10-20 |
| NY | RA | APPROVED | 2025-08-17 |
| NC | RA | APPROVED | 2024-09-09 |
| VA | RA | APPROVED | 2023-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spire Investments Partners (Mink Wealth Management) | Mclean | VA | 10/2016 | 02/2019 |
| Ubs Financial Services | Mclean | VA | 08/2015 | 10/2016 |
| Ubs Financial Services | Mclean | VA | 04/2019 | 01/2021 |
| Jpmorgan Securities Llc | Washington | DC | 01/2021 | 02/2023 |
| Jpmorgan Securities Llc | Washington | DC | 03/2021 | 02/2023 |
| Spire Securities, Llc | Mclean | VA | 03/2017 | 02/2019 |
| Spire Wealth Management, Llc | Mclean | VA | 04/2017 | 02/2019 |
| Wealthisor Llc Dba Noorvest | Falls Church | VA | 02/2023 | Present |
| Licensed Insurance Agent | Mclean | VA | 10/2022 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-18 |
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