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32600 Telegraph Road Suite 200, Bingham Farms, MI 48025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-14 |
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 |
|---|---|---|---|---|
| Phaidan International | New York | NY | 12/2016 | 09/2017 |
| Dickey's Bbq Pit | Hermantown | MN | 10/2016 | 12/2016 |
| Holiday Station | Duluth | MN | 02/2016 | 12/2016 |
| Na | Lake Orion | MI | 09/2017 | 12/2017 |
| Axa Advisors | New York | NY | 01/2018 | 03/2018 |
| J.W. Cole Financial, Inc | Tampa | FL | 08/2021 | 11/2022 |
| J.W. Advisors, Inc | Tampa | FL | 03/2022 | 11/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 12/2022 | 01/2024 |
| Equitable Financial Life Insurance | Troy | MI | 12/2017 | 03/2018 |
| Northern Trust | Bloomfield Hills | MI | 03/2018 | 07/2021 |
| University Of Minnesota-Duluth | Duluth | MN | 01/2015 | 12/2016 |
| Bank Of America, N.A. | Bloomfield Hills | MI | 02/2023 | 01/2024 |
| Cadaret, Grant & Co., Inc. | Bingham Farms | MI | 01/2024 | 07/2025 |
| Spartan Wealth Advisory Services, Llc | Bingham Farms | MI | 10/2024 | Present |
| Lpl Financial Llc | Bingham Farms | MI | 07/2025 | Present |
1. 07/10/2025- Spartan Wealth Management- Registered Investment Advisor- INV Related- At Reported Business Location(s)- Start date 01/22/2024- 40 Hours Per Month- 5 Hours During Trading 2. 07/10/2025- Baron Real Estate- Real Estate Rental- Not INV Related- At Lake Orion, MI- Start date 01/02/2020- 10 Hours Per Month 3. 07/10/2025- Spartan Wealth Management- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/24/2024- 160 Hours Per Month- 10 Hours During Trading 4. 07/10/2025- Spartan Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/24/2024- 160 Hours Per Month- 10 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-10 |
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