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Advisor at SPIRE WEALTH MANAGEMENT, LLC
MCLEAN, VA | Alexandria, 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 | Jul 14, 2020 | n/a | yes | MCLEAN, VA|Alexandria, VA | Current employment |
| KEEL POINT, LLC | Independent wealth | Mar 28, 2018 | Jul 14, 2020 | no | Vienna, VA|HUNTSVILLE, AL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 4, 2013 | Mar 7, 2018 | no | CLEVELAND, OH|CHAGRIN FALLS, OH|CHARLOTTESVILLE, VA|CHARLOTTESVILLE, VA|CHARLOTTESVILLE, VA|CHARLOTTESVILLE, VA | Previous registration |
| DEUTSCHE BANK SECURITIES INC. | No RAUM reported | Oct 5, 1998 | Mar 8, 2013 | no | WASHINGTON, DC|WASHINGTON, DC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KEEL POINT, LLC | SPIRE WEALTH MANAGEMENT, LLC | Jul 14, 2020 | Jul 14, 2020 | 0 | Firm change | RIA to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | KEEL POINT, LLC | Mar 7, 2018 | Mar 28, 2018 | 21 | Firm change | Other |
| DEUTSCHE BANK SECURITIES INC. | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Mar 8, 2013 | Mar 4, 2013 | -4 | Firm change | Other |