DFX Intelligence
Advisors
Advisors registered through Spire Wealth Management, LLC
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Tobia Jacqueline Pierce dual registrant | Spire Wealth Management, LLC BD affiliated | Mclean, Va | Aug 21, 2019 | 11 y | 0 | 2 |
| Darren Christopher Port dual registrant | Spire Wealth Management, LLC BD affiliated | Mclean, Va | Jun 2, 2017 | 21 y | 1 | 2 |
| Christopher Patrick Pratt Certified Financial Planner · dual registrant | Spire Wealth Management, LLC BD affiliated | Mclean, Va | Jan 1, 2025 | 10 y | 0 | 1 |
| M••••• Q••••• Chartered Financial Analyst | S•••• W••••• M••••••••• L•• BD affiliated | Mclean, Va | Sep 14, 2020 | 18 y | 1 | 2 |
| S•••••• N••••••• R•••••• dual registrant | S•••• W••••• M••••••••• L•• BD affiliated | Mclean, Va | Dec 4, 2018 | 32 y | 3 | 2 |
| S••• R••••••••• Certified Financial Planner · dual registrant | S•••• W••••• M••••••••• L•• BD affiliated | Mclean, Va | Jul 27, 2018 | 13 y | 0 | 1 |
| A•••• S•••• dual registrant | S•••• W••••• M••••••••• L•• BD affiliated | Medway, Ma | Jun 8, 2021 | 13 y | 2 | 1 |
| M•••• L• S••••• Certified Financial Planner | S•••• W••••• M••••••••• L•• BD affiliated | Mclean, Va | Feb 4, 2026 | 12 y | 0 | 1 |
| D•••• A• S••••••• dual registrant | S•••• W••••• M••••••••• L•• BD affiliated | Newburgh, Ny | Mar 17, 2019 | 25 y | 1 | 2 |
| A••••• S•••••••• dual registrant | S•••• W••••• M••••••••• L•• BD affiliated | Newburgh, Ny | Jan 27, 2016 | 12 y | 0 | 2 |
| S••• T••••• dual registrant | S•••• W••••• M••••••••• L•• BD affiliated | Daytona Beach, Fl | Jan 1, 2025 | 17 y | 1 | 1 |
| B•••••• P•••• T••• dual registrant | S•••• W••••• M••••••••• L•• BD affiliated | Mclean, Va | May 12, 2026 | 10 y | 3 | 1 |
| D•••• A••••• U•••••• dual registrant | S•••• W••••• M••••••••• L•• BD affiliated | Mclean, Va | Aug 28, 2019 | 38 y | 6 | 2 |
| F•••• T••••• V•••• dual registrant | S•••• W••••• M••••••••• L•• BD affiliated | Aurora, Il | Oct 13, 2021 | 21 y | 1 | 2 |
| K••• T••••• V••••••• dual registrant | S•••• W••••• M••••••••• L•• BD affiliated | Mclean, Va | Jan 30, 2025 | 14 y | 1 | 2 |
| A•••• Z•••••••• Chartered Financial Analyst · dual registrant | S•••• W••••• M••••••••• L•• BD affiliated | Mclean, Va | Jan 23, 2008 | 18 y | 1 | 1 |
| J••••• P••• Z••••• | S•••• W••••• M••••••••• L•• BD affiliated | Mclean, Va | Jan 21, 2026 | 15 y | 0 | 2 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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67 advisors match.