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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 | 2006-05-08 |
| VA | RA | APPROVED | 2002-01-14 |
Branch Locations
7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spire Wealth Management, Llc | Mclean | VA | 02/1997 | Present |
| Spire Investment Partners, Llc | Mclean | VA | 11/2007 | Present |
DBA: Blisk Financial Group - Sole Prop for Spire related business. INSURANCE AGENT OF SPIRE WEALTH MANAGEMENT AND OTHER UNAFFILIATED AGENCIES. IAR OF SPIRE WEALTH MANAGEMENT. AN AFFILIATED FIRM. Concordia Plan Services; 06/15/2016; Board of Trustees; 3 hours/month; member support provide oversight and plan services; no compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-25 |
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