Daniel Anton Vieland

Current Employers

Employment History

• 01/2015 → 11/2017
  Jpmorgan Securities Llc
  Ravenna, OH
• 11/2017 → Present
  Lpl Financial Llc
  Middleburg Heights, OH
• 11/2017 → Present
  Stratos Wealth Partners, Ltd
  Middleburg Heights, OH

Previous Registrations

• 2015-01-22 → 2017-11-15
  J.P. Morgan Securities Llc
  Kent, OH
  Newton Falls, OH
  Ravenna, OH
• 2012-10-22 → 2015-02-03
  Charles Schwab & Co., Inc.
  Westlake, OH
• 2010-04-29 → 2012-10-02
  Edward Jones
  Cleveland, OH
  North Olmsted, OH
  St Louis, MO
  Grafton, OH
• 2008-04-14 → 2010-05-11
  Td Ameritrade, Inc.
  Orange Village, OH
• 2008-04-14 → 2010-05-11
  Td Ameritrade Investment Management, Llc
  Woodmere, OH
  Beachwood, OH
• 2006-10-25 → 2008-04-02
  Chase Investment Services Corp.
  Lorain, OH
  Cleveland, OH
• 2006-09-27 → 2006-10-13
  Citizens Securities, Inc.
  Cleveland, OH
  Cleveland, OH
• 2002-01-08 → 2003-10-15
  Waddell & Reed
  Beachwood, OH

Other Businesses

1. 11/2/2017 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 2. 11/3/2017 - Stratos Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:11/01/2017 - 160 Hours Per Month/8 Hours During Trading - Time Spent: 100%. 3. 11/7/2017 - Stratos Wealth Partners, LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 11/2013 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in Nov 2017. 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. 4. 5/8/2018 - Old Fort Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/25/2018 - 64 Hours Per Month During Securities Trading. 5. 6/6/2018 - Old Fort Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 04/25/2018 - 64 Hours Per Month During Securities Trading. 6. 8/20/2018 - Vertical Charter Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:08/08/2018 - 40 Hours Per Month/40 Hours During Trading. 7. 8/20/2018 - Stratos Wealth Partners, LTD - DBA: Vertical Charter Investments - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date:08/08/2018 - 40 Hours Per Month/40 Hours During Trading. 8. 02/26/2019 - Vertical Charter Insurance Agency - Investment related - 2587 North Long Rd. Avon, OH 44011 - Insurance Agency - start date:03/18/2019 - 4 hrs/mo - 1 hour during trading.

Exams

• S66 Uniform Combined State Law Examination
  2006-06-13

Other Names

• Daniel A Vieland