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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| OH | RA | APPROVED | 2019-01-17 |
| TX | RA | APPROVED | 2019-01-17 |
Branch Locations
27865 Clemens Rd Suite 4, Westlake, OH 44145 • United States
Lakewood Ranch, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tmfs Advisors, Llc | Overland Park | KS | 07/2015 | 11/2016 |
| Financial Engines Advisors L.L.C. | Avon | OH | 11/2016 | 02/2019 |
| Stratos Wealth Advisors, Llc | Westlake | OH | 01/2019 | Present |
01/2019 - DBA Century Wealth Partners, Investment Related. Managing Partner - Wealth Advisor. 160 hours/month, 130 during securities trading hours. Locations (by appointment only) 27865 Clemens Rd, Suite 4, Westlake, OH 44145 and Bradenton, FL.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-30 |
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