Whitney Kathryn Spalding Spencer is an investment adviser representative (IAR) with state registration records since 2018, appearing at 4 firms. Currently registered with FOCUS PARTNERS WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FOCUS PARTNERS WEALTH, LLC | 2026-01-04 | present | Yes |
| NORTHCOAST ASSET MANAGEMENT LLC | 2024-08-01 | 2026-03-20 | — |
| NORTHCOAST ASSET MANAGEMENT LLC | 2024-08-01 | 2024-12-31 | — |
| RELATIVE VALUE PARTNERS, LLC | 2022-01-14 | 2024-08-14 | — |
| BROWNSON, REHMUS & FOXWORTH, INC. | 2018-04-23 | 2022-01-13 | — |