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Camilla Carvalho

Spire Wealth Management, LLC

Mclean, VA

Richmond, VA

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Current Employers
Spire Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-04-22
  • VA RA
    APPROVED
    Since 2025-04-22

Branch Locations

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

Richmond, VA • 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
Ameriprise Financial Services, Llc Glen Allen VA 07/2024 04/2025
Ortolani Services Rochester NY 06/2023 07/2024
Ludwigs Center Stage Cafe Rochester NY 08/2022 07/2023
Spot Coffee Rochester NY 08/2021 07/2022
Ymca Of Greater Rochester Rochester NY 08/2019 03/2020
Interlochen Center For The Arts Interlochen MI 05/2021 08/2021
Orchestra Of The Southern Fingerlakes Corning NY 08/2021 08/2022
Binghamton Philharmonic Binghamton NY 05/2022 07/2024
Albany Symphony Orchestra Albany NY 05/2023 07/2024
University Of Rochester Rochester NY 08/2019 08/2023
Interlochen Center For The Arts Interlochen MI 08/2017 08/2019
Satellite High School Satellite Beach FL 08/2015 08/2017
Spire Securities, Llc Mclean VA 04/2025 Present
  • 07/2024 → 04/2025
    Ameriprise Financial Services, Llc
    Glen Allen, VA
  • 06/2023 → 07/2024
    Ortolani Services
    Rochester, NY
  • 08/2022 → 07/2023
    Ludwigs Center Stage Cafe
    Rochester, NY
  • 08/2021 → 07/2022
    Spot Coffee
    Rochester, NY
  • 08/2019 → 03/2020
    Ymca Of Greater Rochester
    Rochester, NY
  • 05/2021 → 08/2021
    Interlochen Center For The Arts
    Interlochen, MI
  • 08/2021 → 08/2022
    Orchestra Of The Southern Fingerlakes
    Corning, NY
  • 05/2022 → 07/2024
    Binghamton Philharmonic
    Binghamton, NY
  • 05/2023 → 07/2024
    Albany Symphony Orchestra
    Albany, NY
  • 08/2019 → 08/2023
    University Of Rochester
    Rochester, NY
  • 08/2017 → 08/2019
    Interlochen Center For The Arts
    Interlochen, MI
  • 08/2015 → 08/2017
    Satellite High School
    Satellite Beach, FL
  • 04/2025 → Present
    Spire Securities, Llc
    Mclean, VA
Previous Registrations
Other Businesses

IAR OF SPIRE WEALTH MANAGEMENT. DBA: CORBETT ROAD. EACH INVESTMENT RELATED AS AN IAR OF SWM.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-25
  • S66 Uniform Combined State Law Examination
    2024-11-25

View on SEC IAPD

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ANIE T ZAROOKIAN
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KRISTEN W HERARD
TORI LYNN FRITZ
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CLAIRE T SWAYZE
AMIR CHANDLER BRENNER

Other Offices

BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA
MORGAN STANLEY · Mclean, VA
WELLS FARGO CLEARING SERVICES, LLC · MCLEAN, VA
CHARLES SCHWAB & CO., INC. · Tysons Corner, VA
SEIA · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SEIA · Tyson's Corner, VA

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