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7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-09-21 |
Branch Locations
7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Upton, MA • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Westborough | MA | 08/2014 | 07/2018 |
| Spire Investment Partners, Llc | Sherborn | MA | 08/2018 | Present |
DBA: Strategic Assets LLC. MA LLC established to run Spire related business through. Beginning 8/2018. INSURANCE AGENT, LICENSED FOR LIFE, HEALTH AND/OR ANNUITY LINES OF BUSINESS. INVESTMENT ADVISER REPRESENTATIVE OF SPIRE WEALTH MANAGEMENT, AN SEC RIA. (AFFILIATE)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-01-27 |
| S65 | Uniform Investment Adviser Law Examination | 1995-04-10 |
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