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7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-29 |
Branch Locations
7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
1 Bridge Street Suite 64, Irvington, NY 10533 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spire Investment Partners, Llc | New York | NY | 10/2013 | Present |
INVESTMENT ADVISOR REPRESENTATIVE OF SPIRE WEALTH MANAGEMENT - AN AFFILIATED FIRM - DBA ALIGNED WEALTH, LLC. FULL TIME 40HRS/WK. Aligned Center - Established Aligned Center in 2016 as a Membership based community organization to facilitate and promote personal growth. Membership fees collected. Approximately 30 hours/week during market hours. No securities activities involved. Compensation of net cash flow from membership dues and expenses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-18 |
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