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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-01-29 |
| CA | RA | APPROVED | 2026-01-02 |
| LA | RA | APPROVED | 2016-03-08 |
| TX | RA | APPROVED | 2010-10-11 |
| OH | RA | APPROVED | 2010-08-13 |
Branch Locations
33 River Street Suite 7, Chagrin Falls, OH 44022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Beachwood | OH | 01/2009 | Present |
| Stratos Wealth Partners, Ltd | Beachwood | OH | 08/2010 | Present |
1. 10/31/2008 - NO BUSINESS NAME - NON-VARIABLE INSURANCE - INV REL - At Reported Business Location(s) - 2% TIMES SPENT - LIFE INSURANCE, FIXED ANNUITY AND LTC BUSINESS 2. 03/03/2009 - STRATOS WEALTH PARTNERS, LTD. - INV REL - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 3. 07/08/2011 - STRATOS WEALTH PARTNERS - INV REL - At Reported Business Location(s) - NON-VARIABLE INSURANCE - 10% TIME SPENT - LIFE, DISABILITY, LONG-TERM CARE INSURANCE AND FIXED ANNUITIES. 4. 12/15/2016 - White Blaze Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 01/01/2017 - 160 Hours Per Month/8 Hours During Securities Trading. 5. 12/22/2016 - Stratos Wealth Partners, Ltd - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Time Spent 100% - I provide investment advisory services through Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in August 2010. I expect to spend approximately 100% of my time on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 12/22/2016 - Stratos Wealth Partners - DBA: (Hybrid) White Blaze Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start 01/01/2017 - 160 Hours Per Month/8 Hours During Securities Trading. 7. 2/22/2023 - Berson Sokol and BUA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 01/01/2009 - 2 Hours Per Month/0 Hours During Securities Trading 8. 1/22/2009 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-24 |
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