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32600 Telegraph Road Suite 200, Bingham Farms, MI 48025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-08-15 |
Branch Locations
32600 Telegraph Road Suite 200, Bingham Farms, MI 48025 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | West Bloomfield | MI | 10/2015 | 02/2018 |
| Jpmorgan Chase Bank | West Bloomfield | MI | 10/2015 | 02/2018 |
| Connect Mortgage Funding | Southfield | MI | 02/2018 | 07/2018 |
| Quicken Loans | Detroit | MI | 07/2018 | 01/2019 |
| Atlantis Financial Group | Farmington Hills | MI | 01/2019 | 08/2019 |
| Jpmorgan Chase Bank, N.A. | West Bloomfield | MI | 08/2019 | 01/2025 |
| J.P. Morgan Securities Llc | West Bloomfield | MI | 08/2019 | 01/2025 |
| Cadaret, Grant & Co., Inc. | Bingham Farms | MI | 01/2025 | 07/2025 |
| Lpl Financial Llc | Bingham Farms | MI | 07/2025 | Present |
| Spartan Wealth Advisory Services | Bingham Farms | MI | 08/2025 | Present |
1. 07/10/2025- SPARTAN WEALTH MANAGEMENT- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/13/2025- 160 Hours Per Month- 130 Hours During Trading 2. 09/10/2025 - SPARTAN WEALTH MANAGEMENT - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/13/2025 - 160 hours per month/ 130 hours during trading - I provide investment advisory services through Spartan Wealth Management, an independent investment advisor firm. I started this business activity in 01/2025. 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-16 |
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