Best Investors
Account
Sign in
Best Investors
Account
Sign in
3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-03-05 |
| TX | RA | APPROVED | 2020-03-04 |
Branch Locations
9999 Brewster Lane, Suite 101, Powell, OH 43065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America,N.A. | Columbus | OH | 06/2011 | 02/2020 |
| Lpl Financial Llc | Powell | OH | 03/2020 | Present |
| Stratos Wealth Partners, Ltd | Powell | OH | 03/2020 | Present |
1)02/26/2020 - Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 03/2020 - 160 hr/mth 2)02/26/2020 - Notary - State of Ohio - start: 11/1991. 3)3/4/2020 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 4) 3/11/2020 - Stratos Wealth Partners, LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 03/02/2020 - 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 03/2020. 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. 5) 3/1/2021 - Dixon Wells - Investment Related - Dixon Wells, 5775 Perimeter Drive, Suite 140, Dublin, OH 43017 - Non-Variable Insurance - Started 03/01/2021 - 4 Hours Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-15 |
Reach out to this advisor