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3940 Lewis Speedway Suite 2201, Saint Augustine, FL 32084 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2023-08-10 |
| NC | RA | APPROVED | 2021-11-01 |
Branch Locations
3940 Lewis Speedway Suite 2201, St. Augustine, FL 32084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spire Investment Partners | St Augustine | FL | 05/2011 | Present |
GALLATIN VENTURES - LLC PUT IN PLACE TO ACQUIRE/BUILD A GENERAL INSURANCE AGENCY. IAR OF SPIRE WEALTH (SEC REG RIA) AND CONDUCING BUSINESS UNDER A DBA: FOUNDERS WEALTH. FOUNDERS WEALTH IS NOT A REGISTERED ENTITY. ADDITIONAL DBA (CAPITOL VIEW INVESTMENT PARTNERS) SET UP TO PROVIDE IAR SERVICES FOR CLIENTS INTRODUCED BY CPA FIRM. NO FEE ARRANGEMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-19 |
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