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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

John Christian Luttmann

Advisor at GOLDMAN SACHS WEALTH SERVICES, L.P.

Troy, MI

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Search this name across graphsid dfx:ria:88a157bf-37de-6fe8-7ea3-543c2c42da34

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: May 9, 2022 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GOLDMAN SACHS WEALTH SERVICES, L.P.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 9, 2022
First registration: May 9, 2022
Dual registered: yes, broker-dealer
Other names: John Luttmann
IAPD individual key: 7378621

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GOLDMAN SACHS WEALTH SERVICES, L.P.	Bd affiliated wealth	May 7, 2025	n/a	yes	Troy, MI	Current employment
SPARTAN WEALTH MANAGEMENT	Independent wealth	Nov 19, 2024	May 7, 2025	no	BINGHAM FARMS, MI	Previous registration
CADARET GRANT & CO INC	Former SEC adviser	Jan 3, 2023	Apr 22, 2025	no	SYRACUSE, NY\|Birmingham, MI\|Syracuse, NY\|Bingham Farms, MI\|Syracuse, NY	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	May 9, 2022	Dec 21, 2022	no	Troy, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SPARTAN WEALTH MANAGEMENT	GOLDMAN SACHS WEALTH SERVICES, L.P.	May 7, 2025	May 7, 2025	0	Firm change	RIA to ibd
CADARET GRANT & CO INC	SPARTAN WEALTH MANAGEMENT	Apr 22, 2025	Nov 19, 2024	-154	Firm change after gap	Ibd to new firm
CHARLES SCHWAB & CO., INC.	CADARET GRANT & CO INC	Dec 21, 2022	Jan 3, 2023	13	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ GOLDMAN SACHS WEALTH SERVICES, L.P.Registered adviserregistration: current employment
May 7, 2025 to presentfactForm ADV
→ SPARTAN WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Nov 19, 2024 to May 7, 2025factForm ADV
→ CADARET GRANT & CO INCRegistered adviserregistration: previous registration
Jan 3, 2023 to Apr 22, 2025factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
May 9, 2022 to Dec 21, 2022factForm ADV

Dated events

Occurred
May 7, 2025
Advisor changed firm
John Christian Luttmann left Spartan Wealth Management for Goldman Sachs Wealth Services, L.P. (registered 2025-05-07)
Form ADVobserved 5 days ago
Occurred
Apr 22, 2025
Advisor changed firm
John Christian Luttmann left Cadaret Grant & Co Inc for Spartan Wealth Management (registered 2024-11-19)
Form ADVobserved 5 days ago
Occurred
Dec 21, 2022
Advisor changed firm
John Christian Luttmann left Charles Schwab & Co., Inc. for Cadaret Grant & Co Inc (registered 2023-01-03)
Form ADVobserved 5 days ago