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7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-11-04 |
| CT | RA | APPROVED | 2010-02-11 |
Branch Locations
7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
162 East Avenue Suite 2 B, Norwalk, CT 06851 • United States
2180 Immokalee Rd. Suite 206, Naples, FL 34110 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Richard Eller - Insurance | Westport | CT | 06/2007 | Present |
| Eller Financial Group Llc | Westport | CT | 06/2007 | Present |
| Spire Investment Partners, Llc | Reston | VA | 02/2010 | Present |
IAR OF SPIRE WEALTH MANAGEMENT - INCLUDES BLUEPRINT 401K SERVICES. INSURANCE AGENT/SALES. AFEA: Educator and Teacher; 12/28/2022; Present a pre-approved Social Security and Retirement Workshop and answer questions; 10-15 hours/month; no compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-01 |
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