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.

Current firm

SPIREPOINT PRIVATE CLIENT, 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

Feb 28, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Feb 28, 2005

First registration

Apr 8, 2008

Dual registered

no

Other names

KIM MARIE MOELLER|KIM MARIE CHAMPAGNE|KIM MARIE GOLDEN|KIM MARIE ORSI

IAPD individual key

1433219

• Occurred

  Sep 1, 2025
  Advisor changed firm

  Kim M Orsi left Morgan Stanley for Spirepoint Private Client, Llc (registered 2025-09-19)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:94a43d3e-2244-e57a-86e7-95601b9e14b2

First observed

Apr 8, 2008

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.