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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-05-28 |
Branch Locations
1050 Hingham Street 2Nd Floor, Rockland, MA 02370 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Rockland | MA | 01/2012 | 05/2021 |
| Stratos Wealth Advisors, Llc | Rockland | MA | 05/2021 | Present |
5/28/2021 = Veritas Boston Wealth Management DBA - Investment related - address of record - Financial Advisor. 160 hours per month, 130 hours during securities trading hours. 8/30/2021 = Fixed insurance, long-term care and Life - Insurance - address of record - Agent. 5 hours per month. 5 hours per month during securities trading hours. Service existing fixed insurance, LTC and Life for clients and writing new business,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-07 |
| S65 | Uniform Investment Adviser Law Examination | 1997-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-20 |
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