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Spencer Paul Wright

Halbert Wealth Management, Inc

Austin, TX

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Current Employers
Halbert Wealth Management, Inc

9433 Bee Cave Rd Suite 3-201, Austin, TX 78733 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-15
  • TX RA
    APPROVED
    Since 2025-09-15

Branch Locations

9433 Bee Cave Rd Suite 3-201, Austin, TX 78733 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Halbert Wealth Management, Inc. Austin TX 10/1999 Present
Pensionmark Financial Group Santa Barbara CA 12/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-28
S63 Uniform Securities Agent State Law Examination 1997-12-29
  • S65 Uniform Investment Adviser Law Examination
    2013-05-28
  • S63 Uniform Securities Agent State Law Examination
    1997-12-29

View on SEC IAPD

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