Richard Wayne Lowrie

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Cleveland, OH
• 02/2007 → 01/2017
  Wells Fargo Clearing Services, Llc
  Cleveland, OH
• 01/2017 → 09/2020
  Mcdonald Partners Llc
  Cleveland, OH
• 09/2020 → 11/2022
  Stratos Wealth Advisors, Llc
  Beachwood, OH
• 04/2021 → 07/2022
  Mutual Securities, Inc.
  Camarillo, CA
• 02/2008 → 01/2017
  Wells Fargo Advisors
  Pepper Pike, AK
• 09/2020 → 11/2022
  Lowrie Wealth Management Of Stratos Wealth Advisors Llc
  Gates Mills, OH
• 07/2022 → Present
  Park Edge Advisors, Llc
  Cleveland, OH

Previous Registrations

• 2020-09-30 → 2022-11-30
  Stratos Wealth Advisors Llc
  Beachwood, OH
  Gates Mills, OH
• 2017-01-19 → 2020-09-30
  Mcdonald Partners Llc
  Cleveland, OH
  Cleveland, OH
• 2008-03-03 → 2017-01-11
  Wells Fargo Clearing Services, Llc
  Pepper Pike, OH
• 2007-02-09 → 2008-03-12
  Ubs Financial Services Inc.
  Beachwood, OH
• 1999-10-18 → 2007-02-09
  Keybanc Capital Markets Inc.
  Beachwood, OH
  Beachwood, OH

Other Businesses

1. Put Growth First - non profit economic policy advisory and advocacy 2. Berson Sokol Agency, Inc., Start Date: 11/10/2020, 23500 Mercantile Rd., Ste. C, Beachwood, OH 44122, Corporation, Insurance Agency, Client, Non-brokerage Insurance Business, Not Investment Related, 8 Hours per month, 0.5 Hours per day during trading hours. 3. Richard Wayne Lowrie Jr volunteers at Institudo de Libertad Economica; Business investment related: No; Location of the business: PO Box 363232 San Juan PR 00936 Puerto Rico; Description of the business: The Puerto Rico Institute for Economic Liberty is a non-partisan, nonprofit (1101.01 (a)(2)(B), 501(c)(3)) organization founded in 2019, which was born out of a genuine desire to find a new way for residents of Puerto Rico to move forward. This new path must be focused on equal opportunities, where effort and merit are rewarded, and all people are empowered to accomplish their goals and achieve the kind of lives they value; Responsibilities Duties: Strategic Outreach Coordinator; Start date with business: 2024-10-09; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 10. 4. name; Applewood Centers - Board of Trustees; investment-related; NO; address; 2525 E 22nd St Cleveland OH 44115 USA; nature business; Private non-profit organization serving the mental health, behavioral health, and educational needs of children, adolescents and their families throughout Northeast Ohio; position; Member of the board of trustees; start date; 2025-07-01; hours/month devoted to business; 2; hours devoted to business during securities trading hours; 2

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-02-09
• S63 Uniform Securities Agent State Law Examination
  1992-09-02

Other Names

• Richard W Lowrie