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RIA / WealthAdvisor11 years in industry

TARIF HOMSI

Advisor at NOORVEST LLC

LEESBURG, VA

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Search this name across graphsid dfx:ria:aabb5323-7b7e-b020-2a33-759b8b58c104

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 20, 2017 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: NOORVEST 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: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 6
Exams: S66
First exam: Apr 18, 2017
First registration: Apr 20, 2017
Dual registered: no
IAPD individual key: 6356029

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
NOORVEST LLC	State registered	Apr 1, 2023	n/a	yes	LEESBURG, VA	Current employment
J.P. MORGAN SECURITIES LLC	Wirehouse	Mar 4, 2021	Mar 8, 2023	no	Washington, DC	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Apr 10, 2019	Jan 29, 2021	no	McLean, VA	Previous registration
SPIRE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Apr 20, 2017	Feb 14, 2019	no	MCLEAN, VA\|MCLEAN, 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
J.P. MORGAN SECURITIES LLC	NOORVEST LLC	Mar 8, 2023	Apr 1, 2023	24	Firm change	Wirehouse to state RIA
UBS FINANCIAL SERVICES INC.	J.P. MORGAN SECURITIES LLC	Jan 29, 2021	Mar 4, 2021	34	Firm change	Wirehouse to wirehouse
SPIRE WEALTH MANAGEMENT, LLC	UBS FINANCIAL SERVICES INC.	Feb 14, 2019	Apr 10, 2019	55	Firm change	RIA to wirehouse

Relationships

Registered with (4)

→ NOORVEST LLCRegistered adviserregistration: current employment
Apr 1, 2023 to presentfactForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Mar 4, 2021 to Mar 8, 2023factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Apr 10, 2019 to Jan 29, 2021factForm ADV
→ SPIRE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 20, 2017 to Feb 14, 2019factForm ADV

Dated events

Occurred
Mar 8, 2023
Advisor changed firm
Tarif Homsi left J.P. Morgan Securities Llc for Noorvest Llc (registered 2023-04-01)
Form ADVobserved 6 days ago