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32600 Telegraph Road Suite 200, Bingham Farms, MI 48025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-11-19 |
Branch Locations
32600 Telegraph Road Suite 200, Bingham Farms, MI 48025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lakeview Financial Consultants | Lake Orion | MI | 01/2014 | 06/2017 |
| Cambridge Investment Research, Inc | Fairfield | IA | 01/2014 | 01/2020 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 01/2014 | 01/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2017 | 01/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2020 | 10/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2020 | 10/2020 |
| Cadaret, Grant & Co., Inc. | Bingham Farms | MI | 10/2020 | 07/2025 |
| Spartan Wealth Advisory Services Llc | Bingham Farms | MI | 10/2024 | Present |
| Lpl Financial Llc | Bingham Farms | MI | 07/2025 | Present |
1- 07/2025 - Spartan Wealth Management - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 01/01/2018 - 10 hours per month/ 5 hours during trading 2- 07/2025 - Spartan Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/28/2024 - 160 hours per month/ 120 hours during trading 3- 07/18/2025 - Spartan Wealth Management - Registered Investment Advisor - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/28/2024 - 160 hours per month/ 120 hours during trading - I provide investment advisory services through Spartan Wealth Management, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 100 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-21 |
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