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Jeremy Bigelow Thompson

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
CA RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2017-09-18
LA RA APPROVED 2017-07-31
OH RA APPROVED 2017-07-26
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2017-09-18
  • LA RA
    APPROVED
    Since 2017-07-31
  • OH RA
    APPROVED
    Since 2017-07-26

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. Beachwood OH 09/2012 08/2017
Adaptive Financial Consulting, Llc Beachwood OH 04/2017 Present
Previous Registrations
  • 2012-09-20 → 2017-07-28
    Stratos Wealth Partners, Ltd
    Beachwood, OH
  • 2003-03-04 → 2012-09-25
    Osaic Fa, Inc.
    Solon, OH
    Orange Village, OH
    Solon, OH
Other Businesses

Licensed Insurance Agent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-02-15
  • S66 Uniform Combined State Law Examination
    2002-02-15
Designations

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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