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Advisor at SPIRE WEALTH MANAGEMENT, LLC
Bethesda, MD | MCLEAN, 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 | Mar 10, 2020 | n/a | yes | Bethesda, MD|MCLEAN, VA | Current employment |
| XML FINANCIAL GROUP | Independent wealth | Sep 14, 2017 | Sep 27, 2019 | no | Rockville, MD | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jun 23, 2009 | Oct 13, 2016 | no | ROCKVILLE, MD | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | May 30, 2008 | Jun 1, 2009 | no | WASHINGTON, DC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| XML FINANCIAL GROUP | SPIRE WEALTH MANAGEMENT, LLC | Sep 27, 2019 | Mar 10, 2020 | 165 | Firm change | RIA to ibd |
| LPL FINANCIAL LLC | XML FINANCIAL GROUP | Oct 13, 2016 | Sep 14, 2017 | 336 | Firm change | Other |
| MORGAN STANLEY & CO. LLC | LPL FINANCIAL LLC | Jun 1, 2009 | Jun 23, 2009 | 22 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6413:284987:MD:2016-10-13 | Oct 13, 2016 | Sep 14, 2017 | ROCKVILLE, MD | Firm change |