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Current Employers
Spire Wealth Management, Llc

7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2026-01-07
  • RI RA
    APPROVED
    Since 2026-01-07

Branch Locations

7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States

West Warwick, RI • 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
Spire Investment Partners Reston VA 09/2009 Present
  • 09/2009 → Present
    Spire Investment Partners
    Reston, VA
Previous Registrations
Other Businesses

IAR OF SPIRE WEALTH MANAGEMENT, AN AFFILIATED COMPANY. AGENT OF SPIRE INSURANCE, AN AFFILATE. For profit or not for profit: Not for Profit Name of outside business organization: US Civil Rights Commission Investment related: No Nature of business: Bipartisan group who will study issues related to civil rights Position, title, association: Public Relations/Editorial Officer Start date: 6/26/2025 Number of hours devoted: 4 Number of hours devoted during trading hours: 0 Duties: Send press releases about the work of the committee

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-09-08
S63 Uniform Securities Agent State Law Examination 1998-08-31
  • S65 Uniform Investment Adviser Law Examination
    1998-09-08
  • S63 Uniform Securities Agent State Law Examination
    1998-08-31
Other Names
  • Patricia Lane Mulligan
  • Patricia Janet Lane

View on SEC IAPD

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