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David Lloyd Blisk

Investment Adviser Representative at SPIRE WEALTH MANAGEMENT, LLC

Mclean, VACRD #2155652Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
35 yrs
States Registered
40 states
Exams Passed
9

Registrations & licenses

Registration type
Dual-registered
Registered in 40 states
AlabamaArizonaCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMissouriNebraskaNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOregonPennsylvaniaSouth CarolinaSouth DakotaTennesseeTexasVermontVirginiaWashingtonWest Virginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/2/1991
Series 63
Uniform Securities Agent State Law Examination
Passed 7/25/1991
Series 99
Operations Professional Examination
Passed 1/2/2023
Series 79
Investment Banking Registered Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 3
National Commodity Futures Examination
Passed 8/27/1991
Series 7
General Securities Representative Examination
Passed 7/22/1991
Series 51
Municipal Fund Securities Principal Examination
Passed 3/12/2003
Series 24
General Securities Principal Examination
Passed 5/14/1997

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Spire Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SPIRE WEALTH MANAGEMENT, LLCCurrent
1/14/2002Mclean, VA
CAMBRIDGE INVESTMENT RESEARCH, INC.
1/2/200211/2/2007Mclean, VA
LOCKWOOD FINANCIAL SERVICES, INC.
2/14/199712/31/2001Malvern, PA
SMITH BARNEY INC.
7/31/19932/24/1997New York, NY
LEHMAN BROTHERS INC.
7/24/19917/31/1993New York, NY

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Lloyd Blisk has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

David Lloyd Blisk - Financial Advisor in Mclean, VA | AdvisorFinder