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Current Employers
Spire Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-04-21
  • CT RA
    APPROVED
    Since 2025-04-21

Branch Locations

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

162 East Avenue, Norwalk, CT 06851 • 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
Donovan's Norwalk CT 12/2022 Present
Gynecologic Cancer Care Stamford CT 06/2020 09/2022
Bartaco Westport CT 10/2022 07/2023
Donovan's Norwalk CT 01/2016 05/2020
  • 12/2022 → Present
    Donovan's
    Norwalk, CT
  • 06/2020 → 09/2022
    Gynecologic Cancer Care
    Stamford, CT
  • 10/2022 → 07/2023
    Bartaco
    Westport, CT
  • 01/2016 → 05/2020
    Donovan's
    Norwalk, CT
Other Businesses

The name of the other business - Donovan's Restaurant whether the business is investment-related - Not related to the investment industry the address of the other business - The nature of the other business - Hospitality Industry your position - Server title, or relationship with the other business - Part-time Server The start date of your relationship - Since 2016 the approximate number of hours/month you devote to the other business - 12 Hours the number of hours you devote to the other business during securities trading hours - 0 and briefly describe your duties relating to the other business - Provide service to customers dining at the restaurant.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-21
  • S65 Uniform Investment Adviser Law Examination
    2025-04-21
Other Names
  • Kwan Laepet

View on SEC IAPD

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