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Advisor at SPECTRUM WEALTH ADVISORY GROUP, LLC
GRANITE BAY, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SPECTRUM WEALTH ADVISORY GROUP, LLC | Independent wealth | Jan 1, 2025 | n/a | yes | GRANITE BAY, CA | Current employment |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | Bd affiliated wealth | May 12, 2020 | Sep 14, 2023 | no | IRVINE, CA|Newport Beach, CA|San Diego, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS WEALTH SERVICES, L.P. | SPECTRUM WEALTH ADVISORY GROUP, LLC | Sep 14, 2023 | Jan 1, 2025 | 475 | Firm change after gap | Ibd to RIA |