Best Investors Account Sign in

Spencer Kane Avalos

Darwin Wealth Management

Tampa, FL

Claim This Profile
Current Employers
Darwin Wealth Management

4601 W North A Street, Tampa, FL 33609-1909 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-11-04
CT RA APPROVED 2025-05-29
FL RA APPROVED 2022-06-28
  • TX RA
    APPROVED_RES
    Since 2025-11-04
  • CT RA
    APPROVED
    Since 2025-05-29
  • FL RA
    APPROVED
    Since 2022-06-28

Branch Locations

4601 W North A Street, Tampa, FL 33609-1909 • 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
Lord Abbett & Co. Llc Jersey City NJ 07/2016 10/2017
Jpm Investment Management New York NY 10/2017 08/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 09/2019 06/2022
Bank Of America, N.A. Jacksonville FL 10/2019 06/2022
Darwin Wealth Management, Llc Tampa FL 06/2022 Present
Darwin Insurance Group, Llc Tampa FL 12/2022 Present
Innovation Partners Llc Charlotte NC 05/2025 Present
  • 07/2016 → 10/2017
    Jersey City, NJ
  • 10/2017 → 08/2019
    Jpm Investment Management
    New York, NY
  • 09/2019 → 06/2022
    Jacksonville, FL
  • 10/2019 → 06/2022
    Bank Of America, N.A.
    Jacksonville, FL
  • 06/2022 → Present
    Darwin Wealth Management, Llc
    Tampa, FL
  • 12/2022 → Present
    Darwin Insurance Group, Llc
    Tampa, FL
  • 05/2025 → Present
    Innovation Partners Llc
    Charlotte, NC
Previous Registrations
Other Businesses

Darwin Insurance Group, LLC, 4601 W. North A Street, Tampa, FL 33609, consult and/or offer fixed insurance and annuity products as a licensed agent from 12/2022 to present, up to 40% of weekly time may be spent on this service. Darwin Insurance Group is an affiliated company of Darwin Wealth Management. Name of Business: Darwin Wealth Management Investment-Related Nature: Yes Address of the Other Business: 4601 W North A St., Tampa, FL 33609 Nature of the Other Business: Financial advice and investments Position, Title, or Relationship: Advisor Start Date of the Relationship: 06/2022 Approximate Number of Hours per Month Devoted: 50

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-02
  • S66 Uniform Combined State Law Examination
    2017-03-02
Other Names
  • Spencer Kane Avalos
  • Spencer Avalos

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Tampa, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor