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3131 Camino Del Rio North Suite 1000, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-15 |
Branch Locations
3131 Camino Del Rio North Suite 1000, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spectrum Planning & Advisory Services Inc. | San Diego | CA | 07/2025 | Present |
| Sovran Advisors, Llc | San Diego | CA | 02/2024 | Present |
| Summacor, Inc | San Diego | CA | 01/2021 | Present |
| Spectrum Consulting Group | San Diego | CA | 07/2020 | Present |
| Webstyle Inc. | Los Angeles | CA | 01/2020 | 03/2020 |
| Pacifica Companies | San Diego | CA | 06/2018 | 08/2018 |
| University Of California, Santa Barbara | Santa Barbara | CA | 08/2015 | 06/2019 |
| Unemployed | San Diego | CA | 07/2019 | 12/2019 |
| Unemployed | San Diego | CA | 04/2020 | 06/2020 |
1) Alin Wadhwa is dually registered as an Investment Advisor Representative ("IAR") with Spectrum Planning & Advisory Services Inc. ("Bamboo Wealth Strategies") and Sovran Advisors, LLC ("Sovran Advisors"). Business is conducted from San Diego, CA. 92108. Approximately 50% of Mr. Wadhwa's time is for services as an IAR of Bamboo Wealth Strategies with the balance as an IAR of Sovran Advisors. 2) Spectrum Consulting Group; Investment-related; 3131 Camino Del Rio N, STE 1000, San Diego, CA. 92108; Consulting firm serving primarily medical clients offering accounting/ bookkeeping, payroll, tax facilitation, corporate formation/filings, financial modeling, and operational support; Financial Analyst; Bookkeeping/ account, payroll setup/ processing, corporate formation and filings, general client maintenance; Approximately 20% of time during the month. 3) SummaCor, Inc. Not investment-related; 3131 Camino Del Rio N, STE 1000, San Diego, CA. 92108; Medical startup - circulatory assist device development; Accounting/ bookkeeping, device testing support; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-12 |
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