David T. Canham

SPIRE WEALTH MANAGEMENT

Alexandria, VA 22314

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CRD#: 2628668

Professional summary

David T Canham IV, CIMA®, who also goes by David T (iv) Canham, David Thulbon Canham IV, David Canham Iv, is a registered financial advisor currently at SPIRE WEALTH MANAGEMENT, LLC located in Alexandria, Virginia and SPIRE SECURITIES, LLC located in Alexandria, Virginia.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. David has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David T (iv) Canham | David Thulbon Canham Iv | David Canham Iv

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.

DBA: IBIOCapital ("In Best Interest Of"). DBA for marketing and Spire related business management. Start; 7/2020, LLC. NON-PROFIT ORGANIZATION - NAME OF OUTSIDE BUSINESS ORGANIZATION: THE WASHINGTON HOME & COMMUNITY HOSPICES Non INVESTMENT RELATED: ADDRESS OF BUSINESS: WASHINGTON, DISTRICT OF COLUMBIA 20016 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: DIRECTOR, START DATE OF RELATIONSHIP: 1/31/2017 NUMBER OF HOURS DEVOTED: 4 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: IT'S A 125 YEAR-OLD CHARITABLE ORGANIZATION THAT PROVIDES HOSPICE SERVICES TO RESIDENTS IN GREATER WASHINGTON, DC. I MEET PERIODICALLY W/ THE OTHER BOARD MEMBERS TO GET UPDATES FROM THE FULL-TIME MANAGEMENT TEAM.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David T Canham IV's CRS (Customer Relationship Summary).

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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

July 14, 2020 - Present

SPIRE WEALTH MANAGEMENT, LLC

Office #1: 277 S. Washington Street Suite 210, Alexandria, VA 22314

RIA

CRD#: 113908

Alexandria, VA

Current

July 10, 2020 - Present

SPIRE SECURITIES, LLC

Office #1: 277 S. Washington Street Suite 210, Alexandria, VA 22314

CRD#: 144131

Alexandria, VA

Past

March 28, 2018 - July 14, 2020

KEEL POINT, LLC

RIA

CRD#: 127902

Vienna, VA

Past

March 28, 2018 - July 14, 2020

KEEL POINT CAPITAL, LLC

CRD#: 6769

Vienna, VA

Past

March 4, 2013 - March 7, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CHARLOTTESVILLE, VA

Past

March 1, 2013 - March 7, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CHARLOTTESVILLE, VA

Past

January 13, 2001 - March 8, 2013

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

WASHINGTON, DC

Past

October 5, 1998 - March 8, 2013

DEUTSCHE BANK SECURITIES INC.

RIA

CRD#: 2525

WASHINGTON, DC

Past

February 27, 1998 - January 13, 2001

DB ALEX. BROWN LLC

CRD#: 17790

BALTIMORE, MD

Past

September 13, 1995 - March 3, 1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

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".

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.

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

District of Columbia
(7/10/2020)

Maryland
(7/10/2020)

Virginia
(7/10/2020)

IAR

Virginia
(7/14/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/24/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/12/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/12/1995

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 SPIRE WEALTH MANAGEMENT ADV 2A (3/30/2025)

Regulatory assets under management

Total Number of Accounts	15,808
AUM (Assets Under Management)	$ 4,617,171,037

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

David T. Canham

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David T Canham IV's CRS (Customer Relationship Summary).

Certified licenses

Experience

SPIRE SECURITIES, LLC

KEEL POINT, LLC

KEEL POINT CAPITAL, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

DEUTSCHE BANK SECURITIES INC.

DEUTSCHE BANK SECURITIES INC.

DB ALEX. BROWN LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

SPIRE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/24/1995

Series 63

Date: 10/12/1995

SIE

Date: 10/1/2018

Series 7

Date: 9/12/1995

FINRA

Current Firm

SPIRE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SPIRE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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