DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Steven Michael Nofar

Spartan Wealth Managementindependent RIABingham Farms, Mi IA-onlyIAPD 6380456

Feed of 09/14/2026

Also filed as Steven M Nofar

At current firm

1 y

since Nov 19, 2024

In the industry

11 y

since Nov 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Managing Partner, Director of Advanced Estate Planning, Tax Strategistreportedspartanwealth.comfirm site, Sep 15, 2026
Business email: steve@spartanwealth.comreportedspartanwealth.comfirm site, Sep 15, 2026
Direct business phone: 248-297-6600reportedspartanwealth.comfirm site, Sep 15, 2026
Professional profile: linkedin.com/in/steven-nofar-29b1656reportedspartanwealth.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Spartan Wealth Management independent RIA current
since Nov 19, 2024 · Bingham Farms, Mi
Cadaret Grant & Co Inc former
Nov 11, 2020 to Jul 7, 2025 · Syracuse, Ny
Cambridge Investment Research Advisors, Inc. BD affiliated
Aug 21, 2018 to Dec 3, 2020 · Grosse Pointe Woods, Mi
Sequoia Financial Group, L.L.C. independent RIA
Mar 14, 2017 to Oct 27, 2017 · St. Clair Shores, Mi
Ghd Wealth Management, LLC unclassified
Dec 1, 2014 to May 2, 2016 · St. Clair Shores, Mi

Moves

a registration end followed by a registration begin elsewhere

Cadaret Grant & Co Inc to Spartan Wealth Management
left Jul 7, 2025, registered Nov 19, 2024 (-230 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
Cambridge Investment Research Advisors, Inc. to Cadaret Grant & Co Inc
left Dec 3, 2020, registered Nov 11, 2020 (-22 days) · Affiliated broker-dealer or bank to another · moved with a team
Sequoia Financial Group, L.L.C. to Cambridge Investment Research Advisors, Inc.
left Oct 27, 2017, registered Aug 21, 2018 (298 days) · Other
Ghd Wealth Management, LLC to Sequoia Financial Group, L.L.C.
left May 2, 2016, registered Mar 14, 2017 (316 days) · Other · moved with a team

Signals

Steven Michael Nofar left Cadaret Grant & Co Inc for Spartan Wealth Management (registered 2024-11-19)
Jul 7, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address