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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 2024-11-21
  • MI RA
    APPROVED
    Since 2024-11-21

Branch Locations

32600 Telegraph Road Suite 200, Bingham Farms, MI 48025 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-27
S63 Uniform Securities Agent State Law Examination 2003-12-29
  • S66 Uniform Combined State Law Examination
    2010-10-27
  • S63 Uniform Securities Agent State Law Examination
    2003-12-29
Other Names
  • Richelle Leigh Thompson
  • Richelle Leigh Veldhuizen
  • Richelle Leigh Thompson
  • Richelle Leigh Verran

View on SEC IAPD

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