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Richard Dexter

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 2023-12-18
  • NC RA
    APPROVED
    Since 2023-12-18

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 Greensboro NC 05/2023 Present
Intelligent Visibilty Greensboro NC 09/2017 09/2023
Sirius Computer Solutions Greensboro NC 06/2014 09/2017
  • 05/2023 → Present
    Spartan Planning & Wealth Management
    Greensboro, NC
  • 09/2017 → 09/2023
    Intelligent Visibilty
    Greensboro, NC
  • 06/2014 → 09/2017
    Sirius Computer Solutions
    Greensboro, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-16
  • S65 Uniform Investment Adviser Law Examination
    2023-12-16

View on SEC IAPD

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