Spencer Sullivan is an investment adviser representative (IAR) with state registration records since 2023, appearing at 2 firms. Currently registered with MODERA WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MODERA WEALTH MANAGEMENT, LLC | 2026-03-02 | present | Yes |
| WELLS FARGO INVESTMENT INSTITUTE, INC. | 2023-11-10 | 2025-02-10 | — |