DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at DEMAND WEALTH
OAKTON, VA | POTOMAC FALLS, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| DEMAND WEALTH | Independent wealth | Mar 10, 2020 | n/a | yes | OAKTON, VA|POTOMAC FALLS, VA | Current employment |
| SPIRE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Jan 23, 2019 | Mar 10, 2020 | no | VIENNA, VA|MCLEAN, VA|MCLEAN, VA | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Jan 18, 2019 | no | Washington, DC | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Aug 22, 2006 | Jun 1, 2009 | no | WASHINGTON, DC | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Jan 24, 2005 | Jun 27, 2006 | no | VIENNA, VA|VIENNA, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SPIRE WEALTH MANAGEMENT, LLC | DEMAND WEALTH | Mar 10, 2020 | Mar 10, 2020 | 0 | Firm change | Ibd to new firm |
| MORGAN STANLEY | SPIRE WEALTH MANAGEMENT, LLC | Jan 18, 2019 | Jan 23, 2019 | 5 | Firm change | Wirehouse to RIA |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| MORGAN STANLEY DW INC. | CITIGROUP GLOBAL MARKETS INC. | Jun 27, 2006 | Aug 22, 2006 | 56 | Firm change | Other |