Yohanna Gorfu
Professional summary
Yohanna Gorfu, CFP® is a registered financial advisor currently at SPIRE WEALTH MANAGEMENT, LLC located in Mclean, Virginia and SPIRE SECURITIES, LLC located in Mclean, Virginia.
Yohanna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Yohanna has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Yohanna Gorfu's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 6, 2001 - Present
SPIRE WEALTH MANAGEMENT, LLC
Office #1: 7901 Jones Branch Dr. Suite 810, Mclean, VA 22102November 1, 2007 - Present
SPIRE SECURITIES, LLC
Office #1: 7901 Jones Branch Dr. Suite 800, Mclean, VA 22102December 4, 2001 - November 2, 2007
CAMBRIDGE INVESTMENT RESEARCH, INC.
March 23, 2000 - December 4, 2001
LOCKWOOD FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
SPIRE WEALTH MANAGEMENT, LLC
CRD#: 113908 / SEC#: 801-60468
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/22/2025)
(9/8/2023)
(8/2/2023)
(9/8/2023)
(9/8/2023)
(9/8/2023)
(9/8/2023)
(7/11/2024)
(6/20/2023)
(8/2/2023)
(8/6/2024)
(9/8/2023)
(12/6/2001)
(11/2/2007)
Exams
FINRA
Current Firm
SPIRE WEALTH MANAGEMENT, LLC
CRD#: 113908 / SEC#: 801-60468
Contact information
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
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