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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-28 |
| OH | RA | APPROVED | 2018-12-17 |
| TX | RA | APPROVED_RES | 2018-12-17 |
Branch Locations
7100 North High Street, Ste 304, Worthington, OH 43085 • United States
Dublin, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisors' Pride | Appleton | WI | 09/2016 | 12/2018 |
| Stratos Wealth Partners, Ltd | Worthington | OH | 12/2018 | Present |
| Lpl Financial Llc | Columbus | OH | 12/2013 | 12/2024 |
(1) 10/10/2016 - My Harmony Wealth - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/10/2016 - 40 Hours Per Month/ 4 Hours During Trading (2) 1/3/2019 - Stratos Wealth Partners, LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started12/17/2018 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 12/2018. 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. l. (3) 1/3/2019 - Stratos Wealth Partners, LTD - DBA: (Hybrid) My Harmony Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 12/17/2018 - 160 Hours Per Month/8 Hours During Securities Trading. (4) 1/8/2020 - Van Bridge - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 10/09/2019 - 0 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-25 |
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