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RIA / WealthAdvisor26 years in industry

BRYON KEITH SPICER

Advisor at SPICER WEALTH MANAGEMENT

BEAVERCREEK, OH | Beavercreek, OH | SARASOTA, FL

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Search this name across graphsid dfx:ria:9382ebde-70e8-32ba-eb21-6c74b06db717

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 18, 2003 to Sep 15, 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: SPICER WEALTH MANAGEMENT
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 1
Exams: S65|S63
First exam: Jul 20, 2000
First registration: Feb 18, 2003
Dual registered: no
IAPD individual key: 2958719

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
TRUVESTMENTS CAPITAL LLC	Independent wealth	Jul 14, 2024	n/a	yes	Beavercreek, OH\|SARASOTA, FL	Current employment
SPICER WEALTH MANAGEMENT	State registered	Mar 16, 2010	n/a	yes	BEAVERCREEK, OH	Current employment
SIMPLICITY WEALTH	Mixed wealth	Nov 13, 2019	Jan 8, 2020	no	SUMMIT, NJ\|Beavercreek, OH	Previous registration
LUMINIST CAPITAL, LLC	Independent wealth	Nov 29, 2018	Jul 12, 2024	no	BEAVERCREEK, OH\|GRAND RAPIDS, MI	Previous registration
USA WEALTH MANAGEMENT LLC	Former SEC adviser	Sep 10, 2007	Sep 20, 2010	no	GRAND RAPIDS, MI	Previous registration
USA FINANCIAL SECURITIES LLC	Independent wealth	Feb 18, 2003	Sep 7, 2007	no	ADA, MI\|BEAVERCREEK, OH\|BEAVERCREEK, OH	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
LUMINIST CAPITAL, LLC	SIMPLICITY WEALTH	Jul 12, 2024	Nov 13, 2019	-1,703	Firm change after gap	Other
SIMPLICITY WEALTH	TRUVESTMENTS CAPITAL LLC	Jan 8, 2020	Jul 14, 2024	1,649	Firm change after gap	Other
USA WEALTH MANAGEMENT LLC	SPICER WEALTH MANAGEMENT	Sep 20, 2010	Mar 16, 2010	-188	Firm change after gap	Other
USA FINANCIAL SECURITIES LLC	USA WEALTH MANAGEMENT LLC	Sep 7, 2007	Sep 10, 2007	3	Firm change	Other

Relationships

Registered with (6)

→ TRUVESTMENTS CAPITAL LLCRegistered adviserregistration: current employment
Jul 14, 2024 to presentfactForm ADV
→ SPICER WEALTH MANAGEMENTRegistered adviserregistration: current employment
Mar 16, 2010 to presentfactForm ADV
→ LUMINIST CAPITAL, LLCRegistered adviserregistration: previous registration
Nov 29, 2018 to Jul 12, 2024factForm ADV
→ SIMPLICITY WEALTHRegistered adviserregistration: previous registration
Nov 13, 2019 to Jan 8, 2020factForm ADV
→ USA WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Sep 10, 2007 to Sep 20, 2010factForm ADV
→ USA FINANCIAL SECURITIES LLCRegistered adviserregistration: previous registration
Feb 18, 2003 to Sep 7, 2007factForm ADV

Dated events

Occurred
Jul 12, 2024
Advisor changed firm
Bryon Keith Spicer left Luminist Capital, Llc for Simplicity Wealth (registered 2019-11-13)
Form ADVobserved 6 days ago