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Advisor at FAMILY FREEDOM WEALTH MANAGEMENT, LLC
ADDISON, 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 |
|---|---|---|---|---|---|---|
| FAMILY FREEDOM WEALTH MANAGEMENT, LLC | State registered | Nov 20, 2024 | n/a | yes | ADDISON, TX | Current employment |
| SPECTRUM WEALTH MANAGEMENT, LLC | State registered | May 29, 2022 | Mar 31, 2025 | no | Addison, TX|MEREDITH, CO | Previous registration |
| FIRST FINANCIAL COACHING, INC. | Independent wealth | Apr 1, 2010 | Jun 1, 2022 | no | ADDISON, TX|MT. CLEMENS, MI|ADDISON, TX | Previous registration |
| OSAIC FS, INC. | Former SEC adviser | Aug 23, 1983 | Mar 1, 2010 | no | ADDISON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SPECTRUM WEALTH MANAGEMENT, LLC | FAMILY FREEDOM WEALTH MANAGEMENT, LLC | Mar 31, 2025 | Nov 20, 2024 | -131 | Firm change after gap | Other |
| FIRST FINANCIAL COACHING, INC. | SPECTRUM WEALTH MANAGEMENT, LLC | Jun 1, 2022 | May 29, 2022 | -3 | Firm change | RIA to state RIA |
| OSAIC FS, INC. | FIRST FINANCIAL COACHING, INC. | Mar 1, 2010 | Apr 1, 2010 | 31 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 152070:144164:TX:2022-06-01 | Jun 1, 2022 | May 29, 2022 | ADDISON, TX | Firm change |