Kyle Scott Worthy

Current Employers

Employment History

• 06/2016 → 09/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Wayne, IN
• 08/2015 → 12/2016
  Action Link/Oasis
  Akron, OH
• 01/2014 → 06/2017
  Indiana Tech
  Fort Wayne, IN
• 11/2017 → 10/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Grand Blanc, MI
• 04/2017 → 11/2017
  Sycamore Hills Golf Club
  Fort Wayne, IN
• 11/2017 → 10/2018
  Bank Of America, N.A.
  Grand Blanc, MI
• 10/2018 → 10/2019
  Transamerica Retirement Solutions
  Jackson, MI
• 10/2018 → 10/2019
  Transamerica Investors Securities Corporation
  Jackson, MI
• 11/2019 → 05/2024
  Sentry Equity Services Inc
  Stevens Point, WI
• 06/2024 → 07/2025
  Cadaret, Grant & Co., Inc.
  Bingham Farms, MI
• 10/2024 → Present
  Spartan Wealth Advisory Services, Llc.
  Bingham Farms, MI
• 07/2025 → Present
  Lpl Financial Llc
  Bingham Farms, MI

Previous Registrations

• 2024-06-07 → 2025-07-07
  Cadaret, Grant & Co., Inc.
  Syracuse, NY
  Bingham Farms, MI
  Syracuse, NY
• 2018-10-11 → 2019-10-01
  Transamerica Retirement Advisors, Llc
  Jackson, MI
  Brighton, MI
• 2017-11-22 → 2018-10-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Grand Blanc, MI
• 2016-11-11 → 2017-09-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Wayne, IN

Other Businesses

1. 07/10/2025- Spartan Wealth Mangement- Registered Investment Advisor- INV Related- At Reported Business Location(s)- Start date 06/13/2025- 160 Hours Per Month- 120 Hours During Trading- provide investment advisory services through Spartan Wealth Management, an independent investment advisor firm. I started this business activity in 06/2025. 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- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 06/13/2025- 160 Hours Per Month- 140 Hours During Trading 3. 07/10/2025-Spartan Wealth Management- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 06/03/2024 4. 07/10/2025- Brighton Pickleball Club- Coach/ Sports/ Fitness- Not INV Related- At Brighton, MI- Start date 07/01/2024- 5 Hours Per Month

Exams

• S66 Uniform Combined State Law Examination
  2016-11-10
• S63 Uniform Securities Agent State Law Examination
  2016-05-03

Designations

Other Names

• Kyle S Worthy
• Kyle Worthy
• Kyle S. Worthy