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Advisor at CLARION WEALTH MANAGEMENT PARTNERS
FAIRFAX, 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 |
|---|---|---|---|---|---|---|
| CLARION WEALTH MANAGEMENT PARTNERS | Independent wealth | Mar 31, 2025 | n/a | yes | FAIRFAX, VA | Current employment |
| EVERSOURCE WEALTH ADVISORS, LLC | Independent wealth | Mar 8, 2024 | Mar 31, 2025 | no | Fairfax, VA | Previous registration |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Dec 16, 2021 | Mar 8, 2024 | no | FAIRFAX, VA | Previous registration |
| SPIRE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Apr 20, 2021 | Oct 29, 2021 | no | MCLEAN, VA|McLean, VA | Previous registration |
| KEEL POINT, LLC | Independent wealth | Oct 1, 2015 | Apr 16, 2021 | no | Fairfax, VA | Previous registration |
| MCADAM LLC | Independent wealth | Oct 13, 2014 | Sep 21, 2015 | no | WEST TYSONS CORNER, VA|RADNOR, PA | Previous registration |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Sep 6, 2012 | Oct 3, 2014 | no | TYSONS CORNER, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EVERSOURCE WEALTH ADVISORS, LLC | CLARION WEALTH MANAGEMENT PARTNERS | Mar 31, 2025 | Mar 31, 2025 | 0 | Firm change | RIA to new firm |
| COMMONWEALTH FINANCIAL NETWORK | EVERSOURCE WEALTH ADVISORS, LLC | Mar 8, 2024 | Mar 8, 2024 | 0 | Firm change | Ibd to RIA |
| SPIRE WEALTH MANAGEMENT, LLC | COMMONWEALTH FINANCIAL NETWORK | Oct 29, 2021 | Dec 16, 2021 | 48 | Firm change | Ibd to ibd |
| KEEL POINT, LLC | SPIRE WEALTH MANAGEMENT, LLC | Apr 16, 2021 | Apr 20, 2021 | 4 | Firm change | RIA to ibd |
| MCADAM LLC | KEEL POINT, LLC | Sep 21, 2015 | Oct 1, 2015 | 10 | Firm change | Other |
| VOYA FINANCIAL ADVISORS, INC. | MCADAM LLC | Oct 3, 2014 | Oct 13, 2014 | 10 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 286340:334243:VA:2025-03-31 | Mar 31, 2025 | Mar 31, 2025 | FAIRFAX, VA | Firm change |
| 8032:286340:VA:2024-03-08 | Mar 8, 2024 | Mar 8, 2024 | FAIRFAX, VA | Firm change |