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5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-07-14 |
Branch Locations
2655 Commons Blvd. Suite 110, Beavercreek, OH 45431 • United States
5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240 • United States
2655 Commons Blvd. #110, Beavercreek, OH 45431 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2010-03-16 |
Branch Locations
2655 Commons Blvd. #110, Beavercreek, OH 45431 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spicer Wealth Management | Beavercreek | OH | 03/2010 | Present |
| Luminist Capital, Llc | Grand Rapids | MI | 11/2018 | 07/2024 |
| Truvestments Capital Llc | Sarasota | FL | 07/2024 | Present |
| Spicer Financial Services | Beavercreek | OH | 07/2000 | Present |
1) SPICER WEALTH MANAGEMENT. STATE REGISTERED RIA. PERFORMS INVESTMENT ADVISORY SERVICES. START DATE 3/2010. 40 HRS/MO SPENT 2) SPICER FINANCIAL SERVICES; INVESTMENT-RELATED; OWNER, START DATE 07/2000, TAX PREP, INSURANCE SERVICES, MEDICARE SUPPLEMENTS. UP TO 20 HRS/MO SPENT 3) TRUEVESTMENTS CAPITAL LLC; INVESTMENT-RELATED; IAR; BEAVER CREEK, OH; INVESTMENT ADVISORY FIRM; IAR; START:7/2024; 20 HRS/MO DURING TRADING; INVESTMENT ADVISORY SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-20 |
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