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Advisor at SPARTA WEALTH PARTNERS
Inlet Beach, FL | 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 | Apr 14, 2025 | n/a | yes | Inlet Beach, FL|CHARLOTTE, NC | Current employment |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Bd affiliated wealth | Jun 25, 2018 | May 1, 2024 | no | FORT LAUDERDALE, FL|ORLANDO, FL | Previous registration |
| MORGAN STANLEY | Wirehouse | Mar 21, 2014 | Jun 19, 2018 | no | Boca Raton, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | SPARTA WEALTH PARTNERS | May 1, 2024 | Apr 14, 2025 | 348 | Firm change | Ibd to RIA |
| MORGAN STANLEY | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Jun 19, 2018 | Jun 25, 2018 | 6 | Firm change | Wirehouse to ibd |