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Advisor at SPECTRUM INVESTMENT ADVISORS, INC.
MEQUON, WI
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 INVESTMENT ADVISORS, INC. | Mixed wealth | Apr 24, 2024 | n/a | yes | MEQUON, WI | Current employment |
| ANNEX WEALTH MANAGEMENT, LLC | Independent wealth | Dec 15, 2020 | Apr 11, 2024 | no | Brookfield, WI|BROOKFIELD, WI | Previous registration |
| VOIT & COMPANY, LLC | Former SEC adviser | Nov 26, 2013 | Mar 31, 2021 | no | BROOKFIELD, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ANNEX WEALTH MANAGEMENT, LLC | SPECTRUM INVESTMENT ADVISORS, INC. | Apr 11, 2024 | Apr 24, 2024 | 13 | Firm change | RIA to RIA |
| VOIT & COMPANY, LLC | ANNEX WEALTH MANAGEMENT, LLC | Mar 31, 2021 | Dec 15, 2020 | -106 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 112587:127987:WI:2021-03-31 | Mar 31, 2021 | Dec 15, 2020 | BROOKFIELD, WI | Firm change after gap |