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Plano, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-09-21 |
| PA | RA | APPROVED | 2019-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spartan Wealth Solutions Llc (Fka Avalanche Financial) | Lancaster | PA | 03/2018 | Present |
| Arconic | Lancaster | PA | 07/2016 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-06 |
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