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Current Employers
Spartan Wealth Management

32600 Telegraph Road Suite 200, Bingham Farms, MI 48025 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-01
  • MI RA
    APPROVED
    Since 2025-01-01

Branch Locations

32600 Telegraph Road Suite 200, Bingham Farms, MI 48025 • 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
Ubs Financial Services Inc. Farmington Hills MI 08/2015 08/2022
Cadaret Grant & Co., Inc. Bingham Farms MI 08/2022 07/2025
Spartan Wealth Advisory Services, Llc Bingham Farms MI 10/2024 07/2025
Lpl Financial Llc Bingham Farms MI 07/2025 Present
  • 08/2015 → 08/2022
    Farmington Hills, MI
  • 08/2022 → 07/2025
    Cadaret Grant & Co., Inc.
    Bingham Farms, MI
  • 10/2024 → 07/2025
    Spartan Wealth Advisory Services, Llc
    Bingham Farms, MI
  • 07/2025 → Present
    Lpl Financial Llc
    Bingham Farms, MI
Previous Registrations
  • 2022-08-12 → 2025-07-07
    Cadaret, Grant & Co., Inc.
    Birmingham, MI
    Bingham Farms, MI
    Syracuse, NY
    Syracuse, NY
    Syracuse, NY
  • 2015-11-10 → 2022-08-23
    Farmington Hills, MI
    Birmingham, MI
Other Businesses

1. 07/2025 - 32600 Telegraph LLC - Real Estate Rental - Bingham Farms, MI - INV REL - Start Date 06/01/2022 - 0hrs/mth | 0hrs during trading 2. 07/2025 - Spartan Wealth Management - Non-Variable Insurance - Bingham Farms, MI - INV REL - Start Date 08/12/2022 - 20hrs/mth | 0hrs during trading 3. 07/2025 - Spartan Wealth Management - DBA for LPL Business (entity for LPL business) - Bingham Farms, MI - INV REL - Start Date 08/12/2022 - 50hrs/mth | 20hrs during trading 4. 07/2025 - (Hybrid) Spartan Wealth Management - Registered Investment Advisor Hybrid - Bingham Farms, MI - INV REL - Start Date 08/12/2022 - 50hrs/mth | 30hrs during trading 4. 07/2025 - Spartan Capital Ventures LLC. - Business Entity For Tax/Investment Purposes Only - Bingham Farms, MI - INV REL - Start Date 04/01/2025 - 0hrs/mth | 0hrs during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-06
S63 Uniform Securities Agent State Law Examination 2010-04-02
  • S66 Uniform Combined State Law Examination
    2015-11-06
  • S63 Uniform Securities Agent State Law Examination
    2010-04-02
Other Names
  • Joseph Mansoor

View on SEC IAPD

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