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32600 Telegraph Road Suite 200, Bingham Farms, MI 48025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-13 |
Branch Locations
32600 Telegraph Road Suite 200, Bingham Farms, MI 48025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Troy | MI | 02/2016 | 01/2024 |
| Charles Schwab Bank Ssb | Troy | MI | 02/2016 | 01/2024 |
| Cadaret Grant & Co., Inc. | Bingham Farms | MI | 01/2024 | 07/2025 |
| Spartan Wealth Advisory Services Llc | Bingham Farms | MI | 10/2024 | Present |
| Lpl Financial Llc | Bingham Farms | MI | 07/2025 | Present |
1. 07/10/2025- Spartan Wealth Management- Registered Investment Advisor- INV Related- At Reported Business Location(s)- Start date 02/01/2024- 160 Hours Per Month- 40 Hours During Trading- I provide investment advisory services through Spartan Wealth Management, an independent investment advisor firm. I started this business activity in 2/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 07/10/2025- Spartan Wealth Management- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 05/13/2025- 1 Hour Per Month- 1 Hour During Trading 3. 07/10/2025- Spartan Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 02/01/2024- 160 Hours Per Month- 40 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-07 |
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