Alexander Lee Wagner

Current Employers

Employment History

• 10/2016 → 11/2020
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2016 → 11/2020
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 07/2015 → 01/2017
  Xander Holdings Llc
  Detroit Mi, MI
• 11/2020 → 07/2025
  Cadaret Grant & Co., Inc.
  Birmingham, MI
• 10/2024 → Present
  Spartan Wealth Advisory Services, Llc
  Bingham Farms, MI
• 07/2025 → Present
  Lpl Financial Llc
  Bingham Farms, MI

Previous Registrations

• 2020-11-11 → 2025-07-07
  Cadaret, Grant & Co., Inc.
  Syracuse, NY
  Birmingham, MI
  Syracuse, NY
  Bingham Farms, MI
  Syracuse, NY
  Syracuse, NY
• 2016-10-19 → 2020-11-24
  Cambridge Investment Research Advisors, Inc.
  Grosse Pointe Woods, MI
  Birmingham, MI
• 2012-02-17 → 2015-06-03
  Equitable Advisors, Llc
  Troy, MI
  Troy, MI

Other Businesses

1. 07/10/2025-Spartan Capital Ventures LLC- Business Entity For Tax/Investment Purposes Only- INV Related- At Reported Business Location(s)- Start date 05/19/2025 2. 07/10/2025-32600 Telegraph LLC- Real Estate Rental- INV Related- At Reported Business Location(s)- Start date 05/19/2025- 5 Hours Per Month- 5 Hours During Trading 3. 07/10/2025- Spartan Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 05/19/2025- 80 Hours Per Month- 80 Hours During Trading 4. 07/10/2025- Alexander Wagner- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 05/19/2025- 5 Hours Per Month- 5 Hours During Trading 5. 07/18/2025 - Spartan Wealth Management - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s)- Start date 05/19/2025- 80 Hours Per Month/ During Trading - I provide investment advisory services through Spartan Wealth Management, an independent investment advisor firm. I started this business activity in 05/2025. I expect to spend approximately 80 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. 6. 2/16/26 - XWNK Capital - Real estate and private business investment - Investment related - 7742 Rosewood Ln., W Bloomfield, MI 48323, partner, approximately 1 hour a month - no hours during trading hours - business to invest in real estate and private business.

Exams

• S66 Uniform Combined State Law Examination
  2011-12-22

Other Names

• Alexander Wagner