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Advisor at SPIRE WEALTH MANAGEMENT, LLC
Medway, MA | 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 | Jun 8, 2021 | n/a | yes | MCLEAN, VA|Medway, MA | Current employment |
| OPPENHEIMER & CO. INC. | Bd affiliated wealth | Oct 1, 2013 | Oct 12, 2018 | no | WASHINGTON, DC|VIENNA, VA | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jul 1, 2013 | Oct 4, 2013 | no | BETHESDA, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OPPENHEIMER & CO. INC. | SPIRE WEALTH MANAGEMENT, LLC | Oct 12, 2018 | Jun 8, 2021 | 970 | Firm change after gap | Ibd to ibd |
| UBS FINANCIAL SERVICES INC. | OPPENHEIMER & CO. INC. | Oct 4, 2013 | Oct 1, 2013 | -3 | Firm change | Other |