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7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2018-11-29 |
Branch Locations
7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
7901 Jones Branch Dr Suite 800, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Factset | Boston | MA | 06/2015 | 08/2018 |
| Corbett Road Investment Management | Mclean | VA | 08/2018 | Present |
1) IAR OF SPIRE WEALTH MANAGEMENT. DBA: CORBETT ROAD. EACH INVESTMENT RELATED AS AN IAR OF SWM, eff. 8/2018, FT position. 2. IAR of CRCM, SEC Reg RIA. Affiliated with parent co. of SWM through a JV. since 9/2019, portfolio management activity during business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-28 |
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