Simeon Spruill
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Chevy Chase Trust CompanyMay 2026 to now
- Focus Partners Wealth, LLCSep 2024 to May 2026
- WMS Partners, LLCMar 2022 to Aug 2024
- T3 Trading Group, LLCSep 2021 to Feb 2022
- UnemployedFeb 2021 to Aug 2021
- Tecolote ResearchApr 2020 to Feb 2021
- UnemployedDec 2019 to Apr 2020
- AmazonNov 2018 to Jan 2019
- EducationAug 2017 to Dec 2019
- SafewayMay 2017 to Aug 2017
- EducationJan 2017 to May 2017
- UpsNov 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (MD, VA).
Chevy Chase Trust Company
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7431739
- 110742