Anthony Mona

Current Employers

Employment History

• 10/2007 → 08/2022
  Ubs Financial Services
  Farmington, MI
• 08/2022 → 07/2025
  Cadaret Grant & Co., Inc.
  Bingham Farms, MI
• 10/2024 → 07/2025
  Spartan Wealth Advisory Services, Llc
  Bingham Farms, MI
• 07/2025 → Present
  Lpl Financial Llc
  Bingham Farms, MI

Previous Registrations

• 2022-08-12 → 2025-07-07
  Cadaret, Grant & Co., Inc.
  Bingham Farms, MI
  Syracuse, NY
  Birmingham, MI
  Syracuse, NY
  Syracuse, NY
• 2010-10-08 → 2022-08-23
  Ubs Financial Services Inc.
  Farmington Hills, MI
  Birmingham, MI

Other Businesses

1. 07/2025 - PPSA Orchard Lake - Real Estate Rental - Bloomfield Township, MI - INV REL - Start Date 11/16/2016 - 1hr/mth | 0hrs during trading 2. 07/2025 - Monaco Investments LLC - Real Estate Rental - Bloomfield Hills, MI - INV REL - Start Date 10/01/1998 - 0hr/mth | 0hrs during trading 3. 07/2025 - Spartan Capital Ventures LLC - Business Entity For Tax/Investment Purposes Only - Bingham Farms, MI - INV REL - Start Date 05/06/2025 - 0hr/mth | 0hrs during trading 4. 07/2025 - 32600 Telegraph LLC - Real Estate Rental - Bingham Farms, MI - INV REL - Start Date 07/01/2022 - 0hr/mth | 0hrs during trading 5. 07/2025 - Spartan Wealth Management - DBA for LPL Business (entity for LPL business) - Bingham Farms, MI - INV REL - Start Date 08/19/2022 - 200hr/mth | 200hrs during trading 6. 07/2025 - Chaldean American Chamber of Commerce - Non-Profit Board Member - West Bloomfield, MI - INV REL - Start Date 01/01/2020 - 1hr/mth | 1hrs during trading 7. 07/2025 - Chaldean Community Foundation - Non-Profit Board Member - Sterling Heights, MI - INV REL - Start Date 01/01/2020 - 1hr/mth | 0hrs during trading 8. 07/2025 - Chaldean Diocese of Saint Thomas Apostle USA - Non-Profit Board Member - Southfield, MI - INV REL - Start Date 01/01/2021 - 1hr/mth | 0hrs during trading 9. 07/2025 - Anthony Mona - Non-Variable Insurance - Bingham Farms, MI - INV REL - Start Date 08/26/2022 - 1hr/mth | 1hr during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-04-16
• S63 Uniform Securities Agent State Law Examination
  1998-03-06