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Advisor at SPIRE WEALTH MANAGEMENT, LLC
MCLEAN, VA | Fort Lauderdale, FL
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 | Feb 15, 2018 | n/a | yes | Fort Lauderdale, FL|MCLEAN, VA | Current employment |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Dec 14, 2017 | Jan 12, 2018 | no | Fort Lauderdale, FL | Previous registration |
| SHAMROCK ASSET MANAGEMENT LLC | Former SEC adviser | May 27, 2014 | Apr 26, 2016 | no | BOCA RATON, FL | Previous registration |
| INVEST FINANCIAL CORPORATION | Former SEC adviser | Feb 28, 2014 | May 7, 2014 | no | FORT LAUDERDALE, FL | Previous registration |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Mar 8, 2013 | Aug 7, 2013 | no | Tampa, FL|NAPLES, FL | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Oct 10, 2012 | Jan 17, 2013 | no | BOCA RATON, FL | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Jun 20, 2006 | Aug 16, 2012 | no | NAPLES, FL|CARY, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SECURITIES AMERICA ADVISORS, INC. | SPIRE WEALTH MANAGEMENT, LLC | Jan 12, 2018 | Feb 15, 2018 | 34 | Firm change | Other |
| SHAMROCK ASSET MANAGEMENT LLC | SECURITIES AMERICA ADVISORS, INC. | Apr 26, 2016 | Dec 14, 2017 | 597 | Firm change after gap | Other |
| INVEST FINANCIAL CORPORATION | SHAMROCK ASSET MANAGEMENT LLC | May 7, 2014 | May 27, 2014 | 20 | Firm change | Other |
| ADVICE AND PLANNING SERVICES | INVEST FINANCIAL CORPORATION | Aug 7, 2013 | Feb 28, 2014 | 205 | Firm change | Other |
| VALIC FINANCIAL ADVISORS, INC. | ADVICE AND PLANNING SERVICES | Jan 17, 2013 | Mar 8, 2013 | 50 | Firm change | Other |
| STRATEGIC ADVISERS LLC | VALIC FINANCIAL ADVISORS, INC. | Aug 16, 2012 | Oct 10, 2012 | 55 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110518:113908:FL:2018-01-09 | Jan 12, 2018 | Feb 15, 2018 | FORT LAUDERDALE, FL | Firm change |