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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2016-03-16 |
| TX | RA | APPROVED | 2016-03-16 |
| GA | RA | APPROVED | 2013-02-28 |
Branch Locations
255 Village Pkwy, Ste 130, Atlanta, GA 30067 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Marietta | GA | 12/2012 | Present |
| Stratos Wealth Partners, Ltd | Marietta | GA | 02/2013 | Present |
1. 12/14/2012 - 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. 6/18/2013: STRATOS WEALTH PARTNERS - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 3. 6/20/2013 - Stratos Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date: 2/2013 - Time Spent 50% - I provide investment advisory services and sell insurance through Stratos Wealth Partners LTD, an independent investment advisor firm. I started this business activity in 2/2013. I expect to spend approximately 80 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. 4. 12/28/2017 - Stratos Wealth Strategies, Inc - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 01/01/2016 - 160 Hours Per Month/160 Hours During Securities Trading. 5. 1/28/2022 - BPS LLC - Investment Related - Inlet Beach, FL 32461 - Real Estate Rental - Start Date: 3/22/2022 - 5 Hours Per Month/0 Hours During Securities Trading. 6. 04/22/2022 - Patti Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 04/22/2022 - 160 Hours Per Month/8 Hours During Securities Trading. 7. 05/04/2022 - Stratos Wealth Partners, LTD - DBA: Patti Wealth Management - Investment Related - At Reported Business Location(s ) - Registered Investment Advisor DBA - IAR - Start Date - 04/27/2022 - 40 Hours Per Month/40 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-05 |
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