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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2016-03-09 |
| TX | RA | APPROVED | 2016-03-09 |
| PA | RA | APPROVED | 2010-12-20 |
Branch Locations
107 Breckenridge Street Suite 3, Grove City, PA 16127 • United States
2200 Georgetown Drive Suite 200, Sewickley, PA 15143 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2012-05-23 |
Branch Locations
2200 Georgetown Dr Ste 200, Sewickley, PA 15143 • United States
107 Breckenridge Pl Ste 3, Grove City, PA 16127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Sewickley | PA | 12/2010 | Present |
| Stratos Wealth Partners, Ltd | Sewickley | PA | 12/2010 | Present |
1. 1/6/2011 - Stratos Wealth Partners, LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 12/2010 - Time Spent 100% - I provide investment advisory services through Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 12/2010. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV 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. 2. 05/23/2012 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 3. 8/16/2013: Stratos Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 10/21/2016: Butson Financial Advisors LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 01/01/2017 - 0 Hours Per Month. 5. 07/12/2019 - Butson Financial Advisors, LLC Division - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date: 07/09/2019 - 160 Hours Per Month During Securities Trading. 6. 08/08/2019 - Stratos Wealth Partners, LTD - DBA: (Hybrid) Butson Financial Adviors, LLC Division - Investment related - At reported business location(s) - Registered Investment Advisor DBA - IAR - start date: 07/09/2019 - 160 Hours Per Month During Securities Trading. 7. 11/12/2020 - Berson-Sokol Agency, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/27/2020 - 6 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1989-10-27 |
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