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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-04-06 |
| TX | RA | APPROVED | 2023-04-06 |
Branch Locations
5080 Tuttle Crossing Blvd. Suite 250, Dublin, OH 43016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife | Akron | OH | 01/2006 | 03/2017 |
| Metlife Resources | Akron | OH | 01/2006 | 03/2017 |
| Mml Investors Services, Llc | Dublin | OH | 03/2017 | 11/2017 |
| Mass Mutual Life Insurance Company | Dublin | OH | 07/2016 | 11/2017 |
| Lpl Financial Llc | Hilliard | OH | 11/2017 | 05/2023 |
| Stratos Wealth Partners, Ltd | Hilliard | OH | 11/2017 | 11/2023 |
| Stratos Wealth Advisors, Llc | Dublin | OH | 04/2023 | Present |
1) 09/20/2017 - Non-Variable Insurance - at reported business location - sells: Medicare, Agent Pipeline - start: 10/2016 - 20 hr/mth. 2) 4/06/2023 - True North Wealth Partners DBA - Investment Related - At Reported Business Location(s) - 40 Hours Per Month/30 Hours During Securities Trading. Wealth Advisor.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-11-12 |
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