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Advisor at SPIRE WEALTH MANAGEMENT, LLC
MCLEAN, VA | McLean, 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 |
|---|---|---|---|---|---|---|
| SPIRE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Aug 28, 2003 | n/a | yes | MCLEAN, VA|McLean, VA | Current employment |
| CORBETT ROAD CAPITAL MANAGEMENT, LLC | Asset manager | Nov 25, 2019 | Dec 31, 2025 | no | McLean, VA|MCLEAN, VA | Previous registration |
| MERIDIAN WEALTH MANAGEMENT, LLC | n/a | Aug 1, 2003 | Aug 28, 2003 | no | ALEXANDRIA, VA | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Aug 13, 2002 | Aug 14, 2003 | no | ALEXANDRIA, VA | Previous registration |
| LEGG MASON WOOD WALKER, INCORPORATED | n/a | Nov 16, 2000 | Aug 13, 2002 | no | ALEXANDRIA, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CORBETT ROAD CAPITAL MANAGEMENT, LLC | n/a | Dec 31, 2025 | n/a | n/a | Departure no registered destination | Departure |
| MERIDIAN WEALTH MANAGEMENT, LLC | SPIRE WEALTH MANAGEMENT, LLC | Aug 28, 2003 | Aug 28, 2003 | 0 | Firm change | Other |
| CHARLES SCHWAB & CO., INC. | MERIDIAN WEALTH MANAGEMENT, LLC | Aug 14, 2003 | Aug 1, 2003 | -13 | Firm change | Other |
| LEGG MASON WOOD WALKER, INCORPORATED | CHARLES SCHWAB & CO., INC. | Aug 13, 2002 | Aug 13, 2002 | 0 | Firm change | Other |