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RIA / WealthAdvisorCertified Financial Planner29 years in industry

CHAD BRANDON BUSHON

Advisor at SPG ADVISORS LLC

KIRKLAND, WA

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Search this name across graphsid dfx:ria:3db74caa-8580-1abe-8280-779b79a060d4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Oct 14, 2003 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SPG ADVISORS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 10, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 8
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Sep 10, 1997
First registration: Oct 14, 2003
Dual registered: no
IAPD individual key: 2839515

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SPG ADVISORS LLC	Independent wealth	May 9, 2025	n/a	yes	KIRKLAND, WA	Current employment
JOSLIN CAPITAL ADVISORS LLC	Former SEC adviser	Mar 2, 2023	Mar 16, 2023	no	REDMOND, WA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 26, 2022	Mar 6, 2023	no	Bellevue, WA\|Bellevue, WA\|Lynnwood, WA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Dec 1, 2015	Mar 6, 2023	no	BELLEVUE, WA\|Bellevue, WA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Dec 1, 2015	Oct 14, 2022	no	Bellevue, WA	Previous registration
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	Former SEC adviser	Oct 1, 2014	Nov 11, 2015	no	BELLEVUE, WA\|OLYMPIA, WA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Oct 24, 2005	Sep 26, 2014	no	SEATTLE, WA\|Seattle, WA	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Oct 14, 2003	Oct 5, 2005	no	BELLEVUE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
JOSLIN CAPITAL ADVISORS LLC	SPG ADVISORS LLC	Mar 16, 2023	May 9, 2025	785	Firm change after gap	RIA to RIA
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	CHARLES SCHWAB & CO., INC.	Mar 6, 2023	Jan 26, 2022	-404	Channel change	RIA to ibd
CHARLES SCHWAB & CO., INC.	JOSLIN CAPITAL ADVISORS LLC	Mar 6, 2023	Mar 2, 2023	-4	Firm change	Ibd to RIA
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Oct 14, 2022	Dec 1, 2015	-2,509	Bulk transfer	Other
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	TD AMERITRADE, INC.	Nov 11, 2015	Dec 1, 2015	20	Firm change	Other
CHARLES SCHWAB & CO., INC.	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	Sep 26, 2014	Oct 1, 2014	5	Firm change	Other
E*TRADE CAPITAL MANAGEMENT, LLC	CHARLES SCHWAB & CO., INC.	Oct 5, 2005	Oct 24, 2005	19	Firm change	Other

Relationships

Registered with (7)

→ SPG ADVISORS LLCRegistered adviserregistration: current employment
May 9, 2025 to presentfactForm ADV
→ JOSLIN CAPITAL ADVISORS LLCRegistered adviserregistration: previous registration
Mar 2, 2023 to Mar 16, 2023factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 1, 2015 to Mar 6, 2023factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jan 26, 2022 to Mar 6, 2023factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Dec 1, 2015 to Oct 14, 2022factForm ADV
→ FINANCIAL ADVOCATES INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Oct 1, 2014 to Nov 11, 2015factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 14, 2003 to Oct 5, 2005factForm ADV

Dated events

Occurred
Mar 16, 2023
Advisor changed firm
Chad Brandon Bushon left Joslin Capital Advisors Llc for Spg Advisors Llc (registered 2025-05-09)
Form ADVobserved 5 days ago
Occurred
Mar 6, 2023
Advisor changed firm
Chad Brandon Bushon left Charles Schwab & Co., Inc. for Joslin Capital Advisors Llc (registered 2023-03-02)
Form ADVobserved 5 days ago