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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-04-02 |
| TX | RA | APPROVED | 2025-04-02 |
Branch Locations
777 Sw Mill View Way Suite 200, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bend | OR | 01/2018 | Present |
| G5 Search Marketing | Bend | OR | 08/2016 | 11/2017 |
| Atlas Speech Coaching | Bend | OR | 09/2014 | 04/2025 |
| Strategic Wealth Advisors Group, Llc | Bend | CA | 01/2018 | 11/2020 |
| Financial Advocates Investment Management | Bend | OR | 11/2020 | Present |
| Stratos Wealth Partners, Ltd. | Bend | OR | 04/2025 | Present |
1. 1/9/2018 - 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. 3/6/2018 - Mackeson Advisory LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/08/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-30 |
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