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Spencer William Francis Organ

Vest Financial LLC

Mclean, VA

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Current Employers
Vest Financial Llc

8350 Broad St Suite 240, Mclean, VA 22102-5150 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-11-03
  • VA RA
    APPROVED
    Since 2025-11-03

Branch Locations

8350 Broad St Suite 240, Mclean, VA 22102-5150 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services Saint Louis MO 07/2022 10/2023
Iqsition Nashua NH 05/2021 07/2021
Matunuck Oyster Bar Wakefield RI 05/2019 07/2019
Matunuck Oyster Bar Wakefield RI 05/2020 07/2020
Corridor Property Management Avon CT 06/2018 08/2018
University Of Richmond Richmond VA 08/2021 05/2022
University Of Richmond Richmond VA 08/2020 05/2021
University Of Richmond Richmond VA 08/2019 05/2020
Bentley University Waltham MA 08/2018 05/2019
University Of Richmond Richmond VA 08/2021 08/2021
University Of Richmond Richmond VA 08/2020 08/2020
Westminster Highschool Simsbury CT 09/2014 05/2018
Unemployed Avon CT 05/2018 06/2018
Unemployed Avon CT 07/2019 08/2019
Unemployed Avon CT 07/2020 08/2020
Unemployed Avon CT 07/2021 08/2021
Unemployed Avon CT 05/2022 07/2022
Wells Fargo Clearing Services Saint Louis MO 10/2023 05/2024
Vest Securities, Llc Mclean VA 06/2024 Present
Vest Financial, Llc Mclean VA 05/2024 Present
  • 07/2022 → 10/2023
    Wells Fargo Clearing Services
    Saint Louis, MO
  • 05/2021 → 07/2021
    Iqsition
    Nashua, NH
  • 05/2019 → 07/2019
    Matunuck Oyster Bar
    Wakefield, RI
  • 05/2020 → 07/2020
    Matunuck Oyster Bar
    Wakefield, RI
  • 06/2018 → 08/2018
    Corridor Property Management
    Avon, CT
  • 08/2021 → 05/2022
    University Of Richmond
    Richmond, VA
  • 08/2020 → 05/2021
    University Of Richmond
    Richmond, VA
  • 08/2019 → 05/2020
    University Of Richmond
    Richmond, VA
  • 08/2018 → 05/2019
    Bentley University
    Waltham, MA
  • 08/2021 → 08/2021
    University Of Richmond
    Richmond, VA
  • 08/2020 → 08/2020
    University Of Richmond
    Richmond, VA
  • 09/2014 → 05/2018
    Westminster Highschool
    Simsbury, CT
  • 05/2018 → 06/2018
    Unemployed
    Avon, CT
  • 07/2019 → 08/2019
    Unemployed
    Avon, CT
  • 07/2020 → 08/2020
    Unemployed
    Avon, CT
  • 07/2021 → 08/2021
    Unemployed
    Avon, CT
  • 05/2022 → 07/2022
    Unemployed
    Avon, CT
  • 10/2023 → 05/2024
    Wells Fargo Clearing Services
    Saint Louis, MO
  • 06/2024 → Present
    Vest Securities, Llc
    Mclean, VA
  • 05/2024 → Present
    Mclean, VA
Previous Registrations
Other Businesses

1) VEST FINANCIAL, LLC - INTERNAL SALES ASSOCIATE OF MCLEAN, VA BASED REGISTERED INVESTMENT ADVISOR; ROLE IS TO PROSPECT NEW BUSINESS; DEVOTES APPROXIMATELY 160 HOURS/MO. TO ACTIVITY, FOR WHICH NEARLY ALL TRADING HOURS ARE DEVOTED TO ACTIVITY; INVESTMENT-RELATED BUSINESS; STARTED MAY 202R.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-15
  • S66 Uniform Combined State Law Examination
    2024-03-15
Other Names
  • Spencer Organ

View on SEC IAPD

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