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7001 Heritage Village Plaza Suite 190, Gainesville, VA 20155 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2018-10-11 |
Branch Locations
7001 Heritage Village Plaza Suite 190, Gainesville, VA 20155 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spire Investment Partners Llc | Mclean | VA | 11/2017 | 08/2018 |
| Unemployed | Falls Church | VA | 01/2016 | 10/2017 |
| Heritage Financial Llc | Gainesville | VA | 10/2018 | Present |
SLOPESIDE LLC not investment-related private residence in Gainesville, VA personal investment activities Sole Member 10/4/2018 minimal hours per month no hours during trading manage personal investments
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-16 |
| S65 | Uniform Investment Adviser Law Examination | 2010-07-19 |
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