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Advisor at SPARTA WEALTH PARTNERS
CHARLOTTE, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SPARTA WEALTH PARTNERS | Independent wealth | Jun 17, 2026 | n/a | yes | CHARLOTTE, NC | Current employment |
| CAPITAL MANAGEMENT GROUP | n/a | Mar 23, 2018 | May 27, 2026 | no | FORT LAUDERDALE, FL|Charleston, SC | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 26, 2016 | Oct 23, 2017 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITAL MANAGEMENT GROUP | SPARTA WEALTH PARTNERS | May 27, 2026 | Jun 17, 2026 | 21 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CAPITAL MANAGEMENT GROUP | Oct 23, 2017 | Mar 23, 2018 | 151 | Firm change | Other |