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Avery Anthony Mona

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 2025-12-23
  • MI RA
    APPROVED
    Since 2025-12-23

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
Middle School And High School Detroit MI 01/2015 05/2021
Central Michigan University Mount Pleasant MI 08/2021 05/2022
Wayne State University Detroit MI 08/2022 05/2025
Lpl Financial Bingham Farms MI 08/2022 Present
Unemployed Bloomfield Hills MI 11/2015 08/2022
Spartan Wealth Management Bingham Farms MI 12/2025 Present
  • 01/2015 → 05/2021
    Middle School And High School
    Detroit, MI
  • 08/2021 → 05/2022
    Central Michigan University
    Mount Pleasant, MI
  • 08/2022 → 05/2025
    Wayne State University
    Detroit, MI
  • 08/2022 → Present
    Lpl Financial
    Bingham Farms, MI
  • 11/2015 → 08/2022
    Unemployed
    Bloomfield Hills, MI
  • 12/2025 → Present
    Spartan Wealth Management
    Bingham Farms, MI
Other Businesses

1) 11/2025 - Spartan Wealth Management / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-22
  • S65 Uniform Investment Adviser Law Examination
    2025-12-22

View on SEC IAPD

Other Firms

OCTO CAPITAL, LLC
FOCUS PARTNERS WEALTH, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FOUNDATIONS INVESTMENT ADVISORS LLC
CETERA INVESTMENT ADVISERS LLC

Other Investors

DANIEL B SHUB
Ariel Gerald Wagner
Adam Saghir
E. Brian Mosallam
ANTHONY MONA
JEFF RYAN OSAER
Kyle Scott Worthy
Anthony P. Mansoor

Other Offices

OCTO CAPITAL, LLC · BINGHAM FARMS, MI
FOCUS PARTNERS WEALTH, LLC · Bingham Farms, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Bingham Farms, MI
LPL FINANCIAL LLC · BINGHAM FARMS, MI
EDWARD JONES · Bingham Farms, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BINGHAM FARMS, MI
FOUNDATIONS INVESTMENT ADVISORS LLC · Bingham Farms, MI
CETERA INVESTMENT ADVISERS LLC · BINGHAM FARMS, MI

More in Bingham Farms, MI

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