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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-04-10 |
| LA | RA | APPROVED | 2013-04-09 |
Branch Locations
3223 8Th Street Suite 203, Metairie, LA 70002 • United States
3829 Veterans Blvd, Metairie, LA 70002 • United States
2550 Florida St, Mandeville, LA 70448 • United States
1201 S Carrolton Ave, New Orleans, LA 70118 • United States
1811 Metairie Ave, Metairie, LA 70005 • United States
1901 Gause Blvd, Slidell, LA 70461 • United States
2727 Prytania St, New Orleans, LA 70130 • United States
1001 Julia St, Suite 112A, New Orleans, LA 70113 • United States
3511 General Degaulle Dr, New Orleans, LA 70114 • United States
1888 Belle Chasse Hwy, Gretna, LA 70056 • United States
353 Carondelet St, New Orleans, LA 70130 • United States
6920 Bluebonnet Blvd, Baton Rouge, LA 70810 • United States
5643 Corporate Blvd, Baton Rouge, LA 70808 • United States
2201 Us Hwy 190 North, Covington, LA 70433 • United States
500 Cm Fagan Dr, Hammond, LA 70403 • United States
3720 Williams Blvd, Kenner, LA 70065 • United States
149 Robert E Lee Blvd, New Orleans, LA 70124 • United States
5530 Crowder Blvd, New Orleans, LA 70127 • United States
9099 Jefferson Hwy, River Ridge, LA 70123 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Metairie | LA | 04/2013 | Present |
| Stratos Wealth Partners, Ltd | Metairie | LA | 04/2013 | Present |
(1) 02/15/2013: Stratos Wealth Partners, Ltd - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 100% Time Spent - Agent with various carriers (2) 02/15/2013: Stratos Wealth Partners, Ltd - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 100% Time Spent (3) 02/15/2013: Sake LLC - Other - At Reported Business Location(s) - No Time Spent - Restaurant, investor only, no duties (4) 02/15/2013: 1114 Constance LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - No Time Spent - Own property purchased next to Sake LLC. An empty lot used as a bar/patio. Created the LLC to purchase property. (5) 4/3/2013 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. (6) 4/29/2013 - Stratos Wealth Partners, Ltd - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 4/2013 - Time Spent 100% - I provide investment advisory services through Stratos Wealth Partners, Ltd, an independent investment advisor firm. I started this business activity in 4/2013. 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. (7) 07/29/2013: Philip Garrett - Property and Casualty - Investment Related - At Reported Business Location(s) - 1% Time Spent (8) 02/17/2015: Stratos Wealth Partners of New Orleans LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 6050 General Diaz St New Orleans La 70124 - Start 01/01/2015 - 5 Hr/Mo; 0 Hour(s) During Securities Trading (9) 10/16/2015: Conseillers LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 3223 8th Street Ste 203, Metairie, LA 70002 - Start 10/01/2015 - 1 Hr/Mo; 0 Hour(s) During Securities Trading (10) 11/30/2015: CB Real Estate LLC - Business Owner - Investment Related - 501 S. Carrollton Ave, NOLA 70118 - Start 11/10/2015 - 1 Hr/Mo; 0 Hour(s) During Securities Trading - Commercial properties that are leased to businesses. (11) 11/30/2015: Cooter Browns Inc. - Business Owner - Investment Related - 509 South Carrolton Ave NOLA 70118 - Start 11/10/2015 - No Time Spent - Member/Owner (12) 08/24/2016: Advantage Network/Stratos WP of GNO Insurance, LLC - Non-Variable Insurance - Investment Related - 3223 8th Street Suite 203 Metairie La 70002 - Start 08/09/2016 - 1 Hr/Mo; 1 Hour(s) During Securities Trading - Life, Health, DI, LTC, Fixed Annuities (13) 09/01/2016: Stratos WP of GNO Insurance, LLC - Non-Variable Insurance - Investment Related - 3223 8th Street Ste 203 Metairie La 70002 - Start 08/18/2016 - 1 Hr/Mo; 1 Hour(s) During Securities Trading (14) 09/01/2016: Advantage Network - Non-Variable Insurance - Investment Related - 3223 8th Street Suite 203 Metairie La 70002 - Start 08/09/2016 - 1 Hr/Mo; 1 Hour(s) During Securities Trading - Life, Health, DI, LTC, Fixed Annuities. (15) 2/6/2020 - Side Car Holdings, LLC - Not Investment Related - 1114 CONSTANCE ST. NEW ORLEANS, LA 70130 - Business Owner - Owner - Start Date: 12/1/19 - 0 Hours Per Month - Time Spent 0%. (16) 2/6/2020 - Side Car Patio & Oyster Bar, LLC - Not Investment Related - 1114 CONSTANCE ST. NEW ORLEANS, LA 70130 - Business Owner - Owner - Start Date: 12/1/19 - 0 Hours Per Month - Time Spent 0%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-02-18 |
| S65 | Uniform Investment Adviser Law Examination | 2001-08-10 |
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