Best Investors
Account
Sign in
3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2017-03-01 |
| OH | RA | APPROVED | 2017-03-01 |
| TX | RA | APPROVED_RES | 2017-03-01 |
Branch Locations
3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-21 |
Reach out to this advisor