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Inactive

Derek Peter Damian

Spartan Wealth Management

Bingham Farms, MI

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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 2024-11-19
  • MI RA
    APPROVED
    Since 2024-11-19

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
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
  • 01/2014 → 06/2017
    Lakeview Financial Consultants
    Lake Orion, MI
  • 01/2014 → 01/2020
    Cambridge Investment Research, Inc
    Fairfield, IA
  • 01/2014 → 01/2020
    Fairfield, IA
  • 06/2017 → 01/2020
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 02/2020 → 10/2020
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 02/2020 → 10/2020
    Fairfield, IA
  • 10/2020 → 07/2025
    Cadaret, Grant & Co., Inc.
    Bingham Farms, MI
  • 10/2024 → Present
    Spartan Wealth Advisory Services Llc
    Bingham Farms, MI
  • 07/2025 → Present
    Lpl Financial Llc
    Bingham Farms, MI
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-10-21
  • S66 Uniform Combined State Law Examination
    2013-10-21

View on SEC IAPD

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