James Spoor has been an investment adviser representative at Sagace Wealth Management since June 2020, and is not listed among the firm’s executive officers or direct owners.
Sagace Wealth Management, LLC is a St. Petersburg, FL firm with $163M under management, 80 clients and 7 advisers in one office, as of its February 2026 filing.
- Sagace Wealth ManagementCurrent– present · 6 yearsSt. Petersburg, FL · Adviser representative · Firm CRD 307212
Investment adviser representative registrations
James Spoor is registered as an investment adviser representative in Florida, since June 2020.
- FloridaSince 29 June 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 March 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- James R. Spoor
- CRD
- 7219090
- Firm
- Sagace Wealth Management · CRD 307212
- Office
- 877 EXECUTIVE CENTER DRIVE WEST, SUITE 100, St. Petersburg, FL 33702
- Registration
- Investment adviser registration
- In the industry since
- June 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does James Spoor work?
James Spoor is an investment adviser representative registered through Sagace Wealth Management, LLC since June 2020, and is not listed among the firm’s executive officers or direct owners.
Is James Spoor a financial advisor?
Yes. James Spoor has a current investment-adviser registration in Florida, through Sagace Wealth Management since June 2020.
How many years of experience does James Spoor have?
James Spoor has 6 years in the financial industry, since June 2020, across 1 adviser firm.
What exams has James Spoor passed?
James Spoor passed the Series 65 in March 2020.
Where is James Spoor based?
James Spoor’s registered office is in St. Petersburg, FL.
Is James Spoor registered with FINRA?
No. James Spoor has no current broker registration.
How can I verify James Spoor’s record?
Search CRD 7219090 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Spoor’s full registration record.
