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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)35 years in industry

WILLIAM RUSSELL LLOYD

Advisor at ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

Vienna, VA | RED BANK, NJ

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Search this name across graphsid dfx:ria:1ccff28d-c725-591b-da7f-bc49dda9f57d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 6, 2000 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ALEXANDER CAPITAL WEALTH MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 10, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: May 10, 1991
First registration: Apr 6, 2000
Dual registered: yes, broker-dealer
Other names: BILL LLOYD|WILLIAM R LLOYD
IAPD individual key: 1995407

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC	Independent wealth	Jan 20, 2026	n/a	yes	RED BANK, NJ\|Vienna, VA	Current employment
SPIRE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Sep 19, 2019	Jan 16, 2026	no	Reston, VA\|MCLEAN, VA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Apr 15, 2011	Jul 26, 2019	no	VIENNA, VA\|SAN DIEGO, CA\|RESTON, VA	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Apr 6, 2000	Apr 28, 2011	no	VIENNA, VA\|McLean, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SPIRE WEALTH MANAGEMENT, LLC	ALEXANDER CAPITAL WEALTH MANAGEMENT LLC	Jan 16, 2026	Jan 20, 2026	4	Firm change	Ibd to RIA
LPL FINANCIAL LLC	SPIRE WEALTH MANAGEMENT, LLC	Jul 26, 2019	Sep 19, 2019	55	Firm change	RIA to ibd
MML INVESTORS SERVICES, LLC	LPL FINANCIAL LLC	Apr 28, 2011	Apr 15, 2011	-13	Firm change	Other

Relationships

Registered with (4)

→ ALEXANDER CAPITAL WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Jan 20, 2026 to presentfactForm ADV
→ SPIRE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 19, 2019 to Jan 16, 2026factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Apr 15, 2011 to Jul 26, 2019factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Apr 6, 2000 to Apr 28, 2011factForm ADV

Dated events

Occurred
Jan 16, 2026
Advisor changed firm
William Russell Lloyd left Spire Wealth Management, Llc for Alexander Capital Wealth Management Llc (registered 2026-01-20)
Form ADVobserved 5 days ago