Tarif Homsi

NOORVEST

Falls Church, VA

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CRD#: 6356029

Professional summary

Tarif Homsi is a registered financial advisor currently at NOORVEST located in Falls Church, Virginia.

Tarif is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Tarif has worked at 5 firms and has passed the Series 66, SIE and Series 7 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.

LICENSED INSURANCE AGENT; NOT CURRENTLY OFFERING ANY INSURANCE SERVICES OR PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tarif Homsi'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®

None

Experience

Current

April 1, 2023 - Present

NOORVEST

RIA

CRD#: 325403

Falls Church, VA

Past

March 4, 2021 - March 8, 2023

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

Washington, DC

Past

January 26, 2021 - March 8, 2023

J.P. MORGAN SECURITIES LLC

CRD#: 79

Washington, DC

Past

April 10, 2019 - January 29, 2021

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

McLean, VA

Past

April 10, 2019 - January 29, 2021

UBS FINANCIAL SERVICES INC.

CRD#: 8174

McLean, VA

Past

April 20, 2017 - February 14, 2019

SPIRE WEALTH MANAGEMENT, LLC

RIA

CRD#: 113908

MCLEAN, VA

Past

March 1, 2017 - February 14, 2019

SPIRE SECURITIES, LLC

CRD#: 144131

MCLEAN, VA

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.

Highlighted states indicate IAR registrations

IAR

California
(11/5/2025)

IAR

Maryland
(8/19/2024)

IAR

New York
(8/17/2025)

IAR

North Carolina
(9/9/2024)

IAR

Virginia
(4/1/2023)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/18/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/1/2017

General Securities Representative Examination

Current Firm

NOORVEST

NOORVEST | WEALTHISOR LLC

CRD#: 325403 / SEC#:

California

Registered Investment Advisory firm - (11/5/2025 Approved)

Maryland

Registered Investment Advisory firm - (8/19/2024 Approved)

New York

Registered Investment Advisory firm - (8/17/2025 Approved)

North Carolina

Registered Investment Advisory firm - (9/9/2024 Approved)

Virginia

Registered Investment Advisory firm - (4/1/2023 Approved)

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Contact information

Main Address

Leesburg, VA

Mailing Address

8300 Greensboro Dr Ste L1 #802, Mclean, VA 22102

Phone number

(202) 500-3130

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	18
AUM (Assets Under Management)	$ 2,187,429

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.

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Tarif Homsi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tarif Homsi's CRS (Customer Relationship Summary).

Certified licenses

Experience

NOORVEST

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

SPIRE WEALTH MANAGEMENT, LLC

SPIRE SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/18/2017

SIE

Date: 10/1/2018

Series 7

Date: 3/1/2017

Current Firm

NOORVEST

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NOORVEST

TRUST BUT VERIFY

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