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7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-15 |
| VA | RA | APPROVED | 2016-10-04 |
Branch Locations
7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Oakton, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Vienna | VA | 05/2008 | 10/2016 |
| Spire Investment Partners | Mclean | VA | 10/2016 | Present |
IAR of Spire Wealth Management - DBA: Mink Wealth Management Demand Wealth: Position/Title - Founder: Duties - Business management, P&L, and Investment Committee: Start Date - 9/2019: Investment Related - Yes: Hours Per Week - 20
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-30 |
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