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Chad William Johnson

Spartan Wealth Solutions LLC

Plano, TX

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Current Employers
Spartan Wealth Solutions Llc

Plano, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-09-21
PA RA APPROVED 2019-01-02
  • TX RA
    APPROVED_RES
    Since 2021-09-21
  • PA RA
    APPROVED
    Since 2019-01-02

Branch Locations

Plano, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Spartan Wealth Solutions Llc (Fka Avalanche Financial) Lancaster PA 03/2018 Present
Arconic Lancaster PA 07/2016 Present
  • 03/2018 → Present
    Spartan Wealth Solutions Llc (Fka Avalanche Financial)
    Lancaster, PA
  • 07/2016 → Present
    Arconic
    Lancaster, PA
Other Businesses

Spartan Tax Solutions LLC - (non-investment related business) tax return preparation for individuals and small businesses. Spartan Tax Solutions LLC often preparers tax returns for clients of Spartan Wealth Solutions LLC. Spartan Tax Solutions LLC was started in December 2019. The hours are sporadic and primarily concentrated in March and April. Minimal hours are devoted to the business during trading hours. Duties are primarily the preparation of tax returns.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-06
  • S65 Uniform Investment Adviser Law Examination
    2018-10-06
Designations

View on SEC IAPD

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