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Current Employers
Stratos Wealth Partners, Ltd

3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
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
  • GA RA
    APPROVED
    Since 2026-01-29
  • CA RA
    APPROVED
    Since 2026-01-02
  • LA RA
    APPROVED
    Since 2016-03-08
  • TX RA
    APPROVED
    Since 2010-10-11
  • OH RA
    APPROVED
    Since 2010-08-13

Branch Locations

33 River Street Suite 7, Chagrin Falls, OH 44022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Beachwood OH 01/2009 Present
Stratos Wealth Partners, Ltd Beachwood OH 08/2010 Present
Previous Registrations
  • 2003-11-28 → 2009-01-23
    Silver Mountain Capital Partners Llc
    Solon, OH
  • 2003-04-17 → 2009-01-22
    Fsc Securities Corporation
    Solon, OH
    Solon, OH
  • 2002-11-29 → 2007-01-24
    Aspen Management Group Ltd
    Beachwood, OH
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-01-24
S63 Uniform Securities Agent State Law Examination 2000-08-24
  • S66 Uniform Combined State Law Examination
    2004-01-24
  • S63 Uniform Securities Agent State Law Examination
    2000-08-24
Designations

View on SEC IAPD

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