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Advisor at SPIRE WEALTH MANAGEMENT, LLC
MCLEAN, VA | N. Augusta, SC
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 | Jan 1, 2025 | n/a | yes | MCLEAN, VA|N. Augusta, SC | Current employment |
| MORGAN STANLEY | Wirehouse | Oct 31, 2019 | Jan 28, 2022 | no | Atlanta, GA|Augusta, GA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 16, 2014 | Aug 30, 2019 | no | AUGUSTA, GA|AIKEN, SC|AUGUSTA, GA|AIKEN, SC|CHARLESTON, SC|NORTH AUGUSTA, SC|EVANS, GA|AUGUSTA, GA|AIKEN, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | SPIRE WEALTH MANAGEMENT, LLC | Jan 28, 2022 | Jan 1, 2025 | 1,069 | Firm change after gap | Wirehouse to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Aug 30, 2019 | Oct 31, 2019 | 62 | Firm change | Wirehouse to wirehouse |