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Advisor at SPG ADVISORS LLC
KIRKLAND, WA | kirkland, WA
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 |
|---|---|---|---|---|---|---|
| SPG ADVISORS LLC | Independent wealth | Feb 23, 2026 | n/a | yes | KIRKLAND, WA|kirkland, WA | Current employment |
| LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC | State registered | Sep 15, 2025 | Feb 23, 2026 | no | BELLEVUE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC | SPG ADVISORS LLC | Feb 23, 2026 | Feb 23, 2026 | 0 | Firm change | Other |