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Megan Sperry

Wealth Analytics Partners, LLC

San Diego, CA

San Diego, CA

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Current Employers
Wealth Analytics Partners, Llc

12526 High Bluff Dr. Suite 238, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-25
CA RA APPROVED 2022-10-11
  • TX RA
    APPROVED_RES
    Since 2026-02-25
  • CA RA
    APPROVED
    Since 2022-10-11

Branch Locations

San Diego, CA • United States

12526 High Bluff Dr. Suite 238, San Diego, CA 92130 • 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
Wealth Analytics Partners, Llc San Diego CA 02/2018 01/2023
Del Mar Schools Education Foundation San Diego CA 09/2014 06/2018
Wealth Analytics Partners, Llc San Diego CA 01/2023 Present
Other Businesses

1) CORE POWER YOGA - INSTRUCTOR. 10/2023 TO PRESENT. NOT INVESTMENT RELATED.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-11
  • S65 Uniform Investment Adviser Law Examination
    2022-10-11

View on SEC IAPD

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