Spencer William Davies

Current Employers

Bgm Wealth Management

7900 International Drive Suite 800, Bloomington, MN 55425 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-07-02
WI	RA	APPROVED	2024-07-02
MN	RA	APPROVED	2023-10-25
TX	RA	APPROVED	2023-10-25

CA RA
APPROVED

Since 2024-07-02
WI RA
APPROVED

Since 2024-07-02
MN RA
APPROVED

Since 2023-10-25
TX RA
APPROVED

Since 2023-10-25

Branch Locations

7900 International Drive Suite 800, Bloomington, MN 55425 • 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

Organization	City	State	From	To
Bgm Wealth Partners	Bloomington	MN	02/2022	Present
Wells Fargo	Minneapolis	MN	02/2021	02/2022
Target	Brooklyn Park	MN	10/2020	01/2021
Northwestern Mutual	Mankato	MN	12/2016	05/2018
Shoreland Country Club	St. Peter	MN	06/2014	10/2020

02/2022 → Present

Bgm Wealth Partners

Bloomington, MN
02/2021 → 02/2022

Wells Fargo

Minneapolis, MN
10/2020 → 01/2021

Target

Brooklyn Park, MN
12/2016 → 05/2018

Northwestern Mutual

Mankato, MN
06/2014 → 10/2020

Shoreland Country Club

St. Peter, MN

Other Businesses

1) Lea Management Company 2) No 3) 304 Lloyd Place Albert Lea, MN 56007 4) Real Estate / Management Company 5) Vice President 6) Vice President & 10% Shareholder 7) 01/01/2007 8) 1 hour/month average 9) 0 during trading hours 10) General annual review analysis, discussion.

Designations

View on SEC IAPD

Current Employers

Bgm Wealth Management

Disclosures

Employment History

Other Businesses

Designations

Other Firms

Other Investors

Other Offices

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