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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-16 |
| TX | RA | APPROVED | 2026-04-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Pepper Pike | OH | 08/2016 | 04/2026 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2016 | 04/2026 |
| Stratos Wealth Advisors, Llc | Hudson | OH | 04/2026 | Present |
4/2026 - Insurance - Investment Related - At reported location(s) - Agent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-02-07 |
| S65 | Uniform Investment Adviser Law Examination | 1997-02-07 |
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