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Current Employers
Spectrum Wealth Advisory Group, Llc

5925 Granite Lake Drive Suite 130, Granite Bay, CA 95746 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

5925 Granite Lake Drive Suite 130, Granite Bay, CA 95746 • 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
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
  • 12/2019 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Irvine, CA
  • 06/2019 → 11/2019
    The Bahnsen Group Llc
    Newport Beach, CA
  • 05/2018 → 08/2018
    Zeektek
    Granite Bay, CA
  • 08/2016 → 05/2017
    Biola University
    La Mirada, CA
  • 08/2015 → 05/2019
    Biola University
    La Mirada, CA
  • 06/2017 → 07/2017
    Christian Camps And Conferences
    Jackman, ME
  • 01/2021 → 08/2023
    Goldman Sachs & Co. Llc
    Irvine, CA
  • 08/2023 → Present
    Granite Bay, CA
  • 09/2023 → 03/2025
    Lpl Financial
    San Diego, CA
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-09
  • S66 Uniform Combined State Law Examination
    2020-05-09
Designations

View on SEC IAPD

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