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Advisor at SPARTAN WEALTH MANAGEMENT
BINGHAM FARMS, MI | Bingham Farms, MI
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 |
|---|---|---|---|---|---|---|
| SPARTAN WEALTH MANAGEMENT | Independent wealth | Nov 19, 2024 | n/a | yes | BINGHAM FARMS, MI|Bingham Farms, MI | Current employment |
| CADARET GRANT & CO INC | Former SEC adviser | Nov 11, 2020 | Jul 7, 2025 | no | Syracuse, NY|Birmingham, MI|SYRACUSE, NY|Bingham Farms, MI|SYRACUSE, NY|Syracuse, NY | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Aug 21, 2018 | Dec 3, 2020 | no | Grosse Pointe Woods, MI|Birmingham, MI | Previous registration |
| SEQUOIA FINANCIAL GROUP, L.L.C. | Independent wealth | Mar 14, 2017 | Oct 27, 2017 | no | St. Clair Shores, MI|AKRON, OH | Previous registration |
| GHD WEALTH MANAGEMENT, LLC | n/a | Dec 1, 2014 | May 2, 2016 | no | ST. CLAIR SHORES, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CADARET GRANT & CO INC | SPARTAN WEALTH MANAGEMENT | Jul 7, 2025 | Nov 19, 2024 | -230 | Firm change after gap | Ibd to new firm |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CADARET GRANT & CO INC | Dec 3, 2020 | Nov 11, 2020 | -22 | Firm change | Ibd to ibd |
| SEQUOIA FINANCIAL GROUP, L.L.C. | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Oct 27, 2017 | Aug 21, 2018 | 298 | Firm change | Other |
| GHD WEALTH MANAGEMENT, LLC | SEQUOIA FINANCIAL GROUP, L.L.C. | May 2, 2016 | Mar 14, 2017 | 316 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 10641:331719:NY:2025-07-07 | Jul 7, 2025 | Nov 19, 2024 | SYRACUSE, NY | Firm change after gap |
| 134139:10641:MI:2020-11-24 | Dec 3, 2020 | Nov 11, 2020 | BIRMINGHAM, MI | Firm change |
| 124541:117756:MI:2016-05-02 | May 2, 2016 | Mar 14, 2017 | ST CLAIR SHORES, MI | Firm change |