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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2018-05-16 |
| TX | RA | APPROVED_RES | 2018-04-17 |
Branch Locations
727 N. Cross Pointe Blvd. Suite E, Evansville, IN 47715 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Evansville | IN | 08/1997 | 04/2018 |
| Bank Of America, Na | Evansville | IN | 12/2009 | 04/2018 |
| Stratos Wealth Advisors, Llc | Boonville | IN | 04/2018 | Present |
1) Reitz Memorial High School - Not Investment Related - 1500 Lincoln Ave Evansville, IN 47714 - Start Date: 08/15/2019 - number of hours devoted: 2 - number of hours during trading hours: 0 - Member of Finance Committee, verifies winning number of monthly raffles. 2) Gramm Investments, Inc. - Investment Related - 1044 Hunter Ridge Trail Boonville, IN 47601 - Nature: Tax Reporting - Position: Owner - Start Date: 04/12/2018 - number of hours devoted/during trading hours: 0 - Business Description: Entity for tax purposes for recommendation of accountant and attorney. 3) Feller Wealth Management (DBA for Stratos Business) - Investment-related - At reported location(s) - Financial Advisor/President - Start Date: 01/2020 - Number of hours devoted/during business hours: 160 hrs - Investment Advisory Business 4) Travel Agency - Not investment-related - Personal Home Adress - Travel Agent - Start Date: 02/2025 - Number of hours devoted per moth: 2 - Number of hours devoted during business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-10-27 |
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