Best Investors
Account
Sign in
32600 Telegraph Road Suite 200, Bingham Farms, MI 48025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-11-21 |
Branch Locations
32600 Telegraph Road Suite 200, Bingham Farms, MI 48025 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Flint | MI | 02/2013 | 07/2019 |
| Raymond James Financial Services Advisors Inc. | Flint | MI | 04/2013 | 07/2019 |
| Stephens Wealth Management Group | Flint | MI | 06/2013 | 07/2019 |
| Cadaret Grant & Co., Inc. | Bingham Farms | MI | 09/2024 | 07/2025 |
| Lpl Financial Llc | Bingham Farms | MI | 07/2025 | Present |
| Spartan Wealth Management | Bingham Farms | MI | 09/2024 | Present |
| Raymond James & Associates, Inc. | Flint | MI | 07/2019 | 09/2024 |
1. 07/2025 - Spartan Wealth Management - DBA for LPL Business (entity for LPL business) - Bingham Farms, MI - INV REL - Start Date 09/02/2024 - 160hrs/mth | 160hrs during trading 2. 08/07/2025 - Spartan Wealth Management- Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 09/02/2024 - 160 hours per month/ during trading - I provide administrative support to Spartan Wealth Management, an independent investment advisor firm. I started this business activity in 09/2024. I expect to spend approximately 160 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 | 2010-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-29 |
Reach out to this advisor