TP
Tobia J. Pierce
SPIRE WEALTH MANAGEMENT
Xenia, OH 45385
Some features on this profile are disabled
CRD#: 6417151
TP
Professional summary
Tobia Jacqueline Pierce, who also goes by Tobia Jacqueline Stinson, Tobia Stinson, is a registered financial advisor currently at SPIRE WEALTH MANAGEMENT, LLC located in Xenia, Ohio and SPIRE SECURITIES, LLC located in Xenia, Ohio.
Tobia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Tobia has worked at 4 firms and has passed the SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tobia Jacqueline Stinson | Tobia Stinson
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.
1. NURTURED MAGNOLIA FINANCES, LLC; OPERATING COMPANY for SilverArrow Financial and used for financial and operational controls; conducted at branch; Located at 795 Blackfoot Trail, Jamestown OH 45335, compensation through commissions and fees. 40+ hours/week 2. Greeneview Athletic booster club; School athletic booster program; Vice President; 06/01/2018; concessions, attend meetings and fundraising for the program. 10 hours/month; no compensation. 3. Jamestown Lions Club - Member; 01/01/2016; 5 hours/month; help with community events; no compensation. 4. Greene County Parks and Trails; Commissioner/President- 06/28/2019; run the meetings and ensure good stewards of the levy money; 5 hours/month; no compensation 5. SilverArrow Financial Independent insurance agent, non-variable, not investment related; life insurance quotes and sales; 07/23/2019; 1 hour/month 6. SilverArrow Financial DBA created 11/16/2022. 7. Xenia Chamber of Commerce; Board Member; 01/01/2025; 3 hours/month; participate in board meetings and help on committees. No compensation. 8. Xenia Rotary; Board Member; 06/15/2022; 6 hours/month; responsible for the programs. No compensation. 9. Pixie Petals Inc.; 09/01/2020; Co-owner; 10 hours/month; design and market and sell apparel items or set up grazing tables; earnings from sales are split with co-owner.
CRS (Client Relationship Summary) - RIA
Click below to view Tobia Jacqueline Pierce'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
August 21, 2019 - Present
SPIRE WEALTH MANAGEMENT, LLC
Office #1: 354 N. Detroit Street, Xenia, OH 45385RIA
CRD#: 113908
Xenia, OH
Current
July 3, 2019 - Present
SPIRE SECURITIES, LLC
Office #1: 354 N. Detroit St, Xenia, OH 45385BD
CRD#: 144131
Xenia, OH
Past
December 5, 2017 - June 26, 2019
AMERICAN WEALTH MANAGEMENT, INC.
BD
CRD#: 25536
xenia, OH
Past
May 6, 2015 - December 1, 2017
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
Xenia, OH
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
Ohio(7/3/2019)
IAR
Ohio(8/21/2019)
IAR
Texas(12/20/2019)
Exams
General Industry/Product Exam
General Industry/Product 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
Company Information
SPIRE WEALTH MANAGEMENT, LLC
CRD#: 113908Xenia, OH 45385TRUST BUT VERIFY
Monitor Tobia Pierce
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
