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Inactive

Ira N Ross

Spartan Planning Group

Greensboro, NC

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Current Employers
Spartan Planning Group

1931 New Garden Rd, Ste 220, Greensboro, NC 27410 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2016-09-30
  • NC RA
    APPROVED
    Since 2016-09-30

Branch Locations

1931 New Garden Rd, Ste 220, Greensboro, NC 27410 • 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
Spartan Planning & Wealth Management, Llc Greensboro NC 07/2015 Present
  • 07/2015 → Present
    Spartan Planning & Wealth Management, Llc
    Greensboro, NC
Previous Registrations
  • 2011-01-21 → 2017-05-25
    United Advisors
    Boca Raton, FL
  • 2009-07-31 → 2011-01-20
    United Advisors Services, Llc
    Boca Raton, FL
  • 2007-09-07 → 2008-08-13
    Morgan Stanley Investment Advisors Inc.
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-08-04
S63 Uniform Securities Agent State Law Examination 1981-03-25
  • S65 Uniform Investment Adviser Law Examination
    1992-08-04
  • S63 Uniform Securities Agent State Law Examination
    1981-03-25

View on SEC IAPD

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Other Investors

Bradley Donald Ross
Douglas Kenely
Ashley Cook
KEVIN BLAKE GUNTER
Jeffrey David Bercaw
John B Bailey
RANDAL LYNN SIPKEMA
PHILLIP PATRICK SIELATYCKI

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREENSBORO, NC
BANKERS LIFE ADVISORY SERVICES, INC. · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
BY DESIGN FINANCIAL PLANNING · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC

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