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RIA / WealthAdvisorCertified Financial Planner12 years in industry

ELI WEISSMAN

Advisor at ADVOCATE WEALTH, LLC

WASHINGTON, DC

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Search this name across graphsid dfx:ria:1e3023a7-a94d-baaa-391a-abb4205ca29d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jul 1, 2014 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: ADVOCATE WEALTH, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jul 1, 2014
First registration: Jul 1, 2014
Dual registered: no
Other names: ELI WEISSMAN
IAPD individual key: 6341650

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
ADVOCATE WEALTH, LLC	State registered	Jun 20, 2024	n/a	yes	WASHINGTON, DC	Current employment
SPIRE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Jun 16, 2022	Jun 12, 2024	no	McLean, VA\|Washington, DC	Previous registration
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Feb 17, 2021	Jun 17, 2022	no	ATLANTA, GA\|MCLEAN, VA	Previous registration
BB&T SECURITIES, LLC	Former SEC adviser	Dec 5, 2016	Feb 17, 2021	no	MCLEAN, VA\|RICHMOND, VA	Previous registration
ALEXANDRIA CAPITAL	Former SEC adviser	Jul 1, 2014	Nov 17, 2016	no	WASHINGTON, DC\|ARLINGTON, 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	ADVOCATE WEALTH, LLC	Jun 12, 2024	Jun 20, 2024	8	Firm change	Ibd to state RIA
TRUIST ADVISORY SERVICES, INC.	SPIRE WEALTH MANAGEMENT, LLC	Jun 17, 2022	Jun 16, 2022	-1	Firm change	Ibd to ibd
BB&T SECURITIES, LLC	TRUIST ADVISORY SERVICES, INC.	Feb 17, 2021	Feb 17, 2021	0	Bulk transfer	Ibd to ibd
ALEXANDRIA CAPITAL	BB&T SECURITIES, LLC	Nov 17, 2016	Dec 5, 2016	18	Firm change	Other

Relationships

Registered with (5)

→ ADVOCATE WEALTH, LLCRegistered adviserregistration: current employment
Jun 20, 2024 to presentfactForm ADV
→ SPIRE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 16, 2022 to Jun 12, 2024factForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Feb 17, 2021 to Jun 17, 2022factForm ADV
→ BB&T SECURITIES, LLCRegistered adviserregistration: previous registration
Dec 5, 2016 to Feb 17, 2021factForm ADV
→ ALEXANDRIA CAPITALRegistered adviserregistration: previous registration
Jul 1, 2014 to Nov 17, 2016factForm ADV

Dated events

Occurred
Jun 12, 2024
Advisor changed firm
Eli Weissman left Spire Wealth Management, Llc for Advocate Wealth, Llc (registered 2024-06-20)
Form ADVobserved 4 days ago
Occurred
Jun 17, 2022
Advisor changed firm
Eli Weissman left Truist Advisory Services, Inc. for Spire Wealth Management, Llc (registered 2022-06-16)
Form ADVobserved 4 days ago