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Advisor at SPECTRUM ADVISORS, INC.
PLANO, TX
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 ADVISORS, INC. | Independent wealth | Dec 18, 2025 | n/a | yes | PLANO, TX | Current employment |
| FOCUS PARTNERS WEALTH, LLC | Independent wealth | Jul 1, 2024 | Apr 9, 2025 | no | ST. LOUIS, MO|PLANO, TX | Previous registration |
| BUCKINGHAM STRATEGIC WEALTH, LLC | Former SEC adviser | Aug 15, 2023 | Nov 14, 2024 | no | ST LOUIS, MO|PLANO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FOCUS PARTNERS WEALTH, LLC | SPECTRUM ADVISORS, INC. | Apr 9, 2025 | Dec 18, 2025 | 253 | Firm change | RIA to RIA |
| BUCKINGHAM STRATEGIC WEALTH, LLC | FOCUS PARTNERS WEALTH, LLC | Nov 14, 2024 | Jul 1, 2024 | -136 | Bulk transfer | RIA to RIA |