DB
David L. Blisk
SPIRE WEALTH MANAGEMENT
Mclean, VA 22102
Some features on this profile are disabled
CRD#: 2155652
DB
Professional summary
David Lloyd Blisk is a registered financial advisor currently at SPIRE WEALTH MANAGEMENT, LLC located in Mclean, Virginia and SPIRE SECURITIES, LLC located in Mclean, Virginia.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. David has worked at 6 firms and has passed the Series 65, Series 63, Series 99TO, Series 79TO, SIE, Series 3, Series 7, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Owner and CEO of Spire Investment Partners since 2010 (parent company of Spire Securities, Spire Insurance Agency and Spire Wealth Management). IAR of Spire Wealth, Insurance agent for Spire Insurance Co. Sept 2022 Manager of DBMC, LLC - LLC established for consulting services. Position is VP & Secretary. Private investment into LLC.
CRS (Client Relationship Summary) - RIA
Click below to view David Lloyd Blisk's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 14, 2002 - Present
SPIRE WEALTH MANAGEMENT, LLC
Office #1: 7901 Jones Branch Drive Suite 230, Mclean, VA 22102RIA
CRD#: 113908
Mclean, VA
Current
October 3, 2007 - Present
SPIRE SECURITIES, LLC
Office #1: 7901 Jones Branch Dr. Suite 810, Mclean, VA 22102BD
CRD#: 144131
Mclean, VA
Past
January 2, 2002 - November 2, 2007
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
MCLEAN, VA
Past
February 14, 1997 - December 31, 2001
LOCKWOOD FINANCIAL SERVICES, INC.
BD
CRD#: 40655
MALVERN, PA
Past
July 31, 1993 - February 24, 1997
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
July 24, 1991 - July 31, 1993
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SPIRE WEALTH MANAGEMENT, LLC
LEGACY ADVISORS, LLC | SPIRE WEALTH MANAGEMENT, LLC
CRD#: 113908 / SEC#: 801-60468
RIA
Registered Investment Advisory firm - (8/17/2001 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/8/2008)
RR
Arizona(9/10/2008)
RR
California(12/19/2007)
RR
Colorado(7/24/2008)
RR
Connecticut(1/7/2008)
RR
Delaware(12/20/2007)
RR
District of Columbia(1/24/2008)
RR
Florida(1/24/2008)
RR
Georgia(1/9/2008)
RR
Hawaii(9/25/2008)
RR
Idaho(1/7/2008)
RR
Illinois(1/9/2008)
RR
Indiana(1/9/2008)
RR
Iowa(4/6/2009)
RR
Kansas(1/4/2008)
RR
Kentucky(2/27/2012)
RR
Louisiana(1/10/2008)
RR
Maine(1/7/2008)
RR
Maryland(1/8/2008)
RR
Massachusetts(1/17/2008)
RR
Michigan(8/5/2008)
RR
Minnesota(6/25/2015)
RR
Missouri(9/15/2008)
RR
Nebraska(1/4/2008)
RR
New Jersey(1/4/2008)
RR
New Mexico(1/7/2008)
RR
New York(12/20/2007)
RR
North Carolina(12/20/2007)
RR
North Dakota(1/8/2008)
RR
Ohio(1/7/2008)
RR
Oregon(1/7/2008)
RR
Pennsylvania(1/8/2008)
RR
South Carolina(1/8/2008)
RR
South Dakota(6/30/2010)
RR
Tennessee(1/16/2008)
IAR
Texas(5/8/2006)
RR
Texas(12/19/2007)
RR
Vermont(5/23/2011)
IAR
Virginia(1/14/2002)
RR
Virginia(12/10/2007)
RR
Washington(1/9/2008)
RR
West Virginia(1/7/2008)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SW
SPIRE WEALTH MANAGEMENT, LLC
LEGACY ADVISORS, LLC | SPIRE WEALTH MANAGEMENT, LLC
CRD#: 113908 / SEC#: 801-60468
RIA
Registered Investment Advisory firm - (8/17/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7901 Jones Branch Dr. Suite 810, Mclean, VA 22102
Mailing Address
7901 Jones Branch Drive Suite 800, Mclean, VA 22102
Phone number
(703) 657-6060
Established
Firm type
Fiscal year end
# of Employees
165
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 15,808 |
| AUM (Assets Under Management) | $ 4,617,171,037 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
