DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at SPIRE WEALTH MANAGEMENT, LLC
MCLEAN, VA | MONONA, WI
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 | Nov 1, 2019 | n/a | yes | MCLEAN, VA|MONONA, WI | Current employment |
| CL WEALTH MANAGEMENT LLC | Independent wealth | May 11, 2012 | Nov 19, 2019 | no | SCHAUMBURG, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CL WEALTH MANAGEMENT LLC | SPIRE WEALTH MANAGEMENT, LLC | Nov 19, 2019 | Nov 1, 2019 | -18 | Firm change | Ibd to ibd |