Dane Carpenter Spencer is an investment adviser representative (IAR) with state registration records since 2022, appearing at 4 firms. Currently registered with FOUNDATIONS INVESTMENT ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS LLC | 2026-07-07 | present | Yes |
| OXFORD WEALTH GROUP, LLC | 2025-05-22 | 2026-06-29 | — |
| BEACON FINANCIAL ADVISORS LTD | 2024-02-21 | 2025-04-02 | — |
| FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | 2022-01-05 | 2023-10-25 | — |