This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SPARTAN WEALTH MANAGEMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66|S63

First exam

May 3, 2016

First registration

Nov 11, 2016

Dual registered

yes, broker-dealer

Other names

KYLE S WORTHY|Kyle Worthy|Kyle S. Worthy

IAPD individual key

6509661

• Occurred

  Jul 7, 2025
  Advisor changed firm

  Kyle Scott Worthy left Cadaret Grant & Co Inc for Spartan Wealth Management (registered 2024-11-19)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:008531c5-ea07-b6f8-a64e-3604eb22d018

First observed

Nov 11, 2016

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.