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Current Employers
Stratos Wealth Partners, Ltd

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2017-03-01
OH RA APPROVED 2017-03-01
TX RA APPROVED_RES 2017-03-01
  • LA RA
    APPROVED
    Since 2017-03-01
  • OH RA
    APPROVED
    Since 2017-03-01
  • TX RA
    APPROVED_RES
    Since 2017-03-01

Branch Locations

3750 Park East Dr Ste 200, Beachwood, OH 44122 • 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
Proequities, Inc. Mayfield Village OH 06/2004 02/2017
Jamie Turk Inc. Beachwood OH 11/2004 Present
Lpl Financial, Llc Beachwood OH 02/2017 Present
Stratos Wealth Partners, Ltd Beachwood OH 02/2017 Present
  • 06/2004 → 02/2017
    Proequities, Inc.
    Mayfield Village, OH
  • 11/2004 → Present
    Jamie Turk Inc.
    Beachwood, OH
  • 02/2017 → Present
    Lpl Financial, Llc
    Beachwood, OH
  • 02/2017 → Present
    Beachwood, OH
Previous Registrations
  • 2004-10-04 → 2017-03-24
    Concourse Financial Group Securities, Inc.
    Beachwood, OH
    Beachwood, OH
  • 2001-03-29 → 2004-06-16
    Osaic Fa, Inc.
    Solon, OH
Other Businesses

1. 02/28/2017 - STRATOS WEALTH PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 95%/ BEACHWOOD, OH 2. 02/28/2017 - JAMIE TURK INC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 95%/ BEACHWOOD, OH. 3. 2/28/2017 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 4. 3/17/2017 - STRATOS WEALTH PARTNERS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 3/1/2017 - 80 Hours Per Month/25 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through STRATOS WEALTH PARTNERS, an independent investment advisor firm. I started this business activity in 2/2017. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firms 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. 5. 02/12/2024 - business underwriters assciates - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/01/2023 - 10 Hours Per Month/ During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-21
  • S66 Uniform Combined State Law Examination
    2006-12-21

View on SEC IAPD

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