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5925 Granite Lake Drive Suite 130, Granite Bay, CA 95746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
5925 Granite Lake Drive Suite 130, Granite Bay, CA 95746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Irvine | CA | 12/2019 | 01/2021 |
| The Bahnsen Group Llc | Newport Beach | CA | 06/2019 | 11/2019 |
| Zeektek | Granite Bay | CA | 05/2018 | 08/2018 |
| Biola University | La Mirada | CA | 08/2016 | 05/2017 |
| Biola University | La Mirada | CA | 08/2015 | 05/2019 |
| Christian Camps And Conferences | Jackman | ME | 06/2017 | 07/2017 |
| Goldman Sachs & Co. Llc | Irvine | CA | 01/2021 | 08/2023 |
| Spectrum Wealth Advisory Group, Llc | Granite Bay | CA | 08/2023 | Present |
| Lpl Financial | San Diego | CA | 09/2023 | 03/2025 |
1) 09/22/2023 - Spectrum Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 10/04/2023 - Spectrum Wealth Advisory Group.LLC - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Busin08/21/2023 - 40 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Spectrum Wealth Advisory Group.LLC, an independent investment advisor firm. I started this business activity in 8/2023. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-09 |
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