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Rachelle Renee Kovacs

Adaptive Financial Consulting, LLC

Beachwood, OH

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Current Employers
Adaptive Financial Consulting, Llc

3401 Enterprise Parkway Suite 340, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2018-05-31
  • OH RA
    APPROVED
    Since 2018-05-31

Branch Locations

3401 Enterprise Parkway Suite 340, 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
Stratos Wealth Partners, Ltd Solon OH 08/2010 09/2017
Adaptive Financial Consulting, Llc Beachwood OH 02/2018 Present
Adaptive Financial Consulting Beachwood OH 02/2018 Present
Stratos Wealth Partners Beachwood OH 12/2008 01/2018
Lpl Financial Beachwood OH 12/2008 09/2017
Previous Registrations
Other Businesses

Insurance; investment-related; same address; Insurance Agent; 8/24/2000; 0 hours per month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-12
S63 Uniform Securities Agent State Law Examination 1999-12-21
  • S66 Uniform Combined State Law Examination
    2007-09-12
  • S63 Uniform Securities Agent State Law Examination
    1999-12-21
Designations
Other Names
  • Rachelle R Murray
  • Rachelle Renee Murray

View on SEC IAPD

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Other Offices

NORTH STAR ADVISORY GROUP, LLC · BEACHWOOD, OH
CM WEALTH ADVISORS LLC · BEACHWOOD, OH
PHILIPP CAPITAL ADVISORS · BEACHWOOD, OH
TIDMORE RETIREMENT PLANNING SPECIALISTS · BEACHWOOD, OH
NEO INVESTMENT COUNSEL, LLC · CLEVELAND, OH
SEQUOIA FINANCIAL GROUP, L.L.C. · BEACHWOOD, OH
SEQUOIA FINANCIAL GROUP, L.L.C. · BEACHWOOD, OH
C.N.M. MANAGEMENT, LLC · CLEVELAND, OH

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