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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Monroe Shine & Company Inc | Louisville | KY | 12/1994 | Present |
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Louisville | KY | 10/2000 | Present |
| Stratos Wealth Partners, Ltd. | Louisville | KY | 08/2025 | Present |
1. 1/24/2008 - ACT IN A FIDUCIARY CAPACITY - ERNEST C. BURKHEAD ILIT - TRUSTEE FOR THE ERNEST BURKHEAD IRREVOCABLE LIFE INSURANCE TRUST. I AM A CPA REP. MR. BURKHEAD IS A CLIENT OF MONROE SHINE -THE CPA FIRM I AM AFFILIATED WITH. THERE WILL BE NO FUNDS ASSOCIATED WITH THIS TRUST AT LPL. - 1% OF TIME - NEW ALBANY, IN 47150. 2. 12/1/2009 - DBA ONLY - HORIZON WEALTH MANAGEMENT - NEW ALBANY, IN. 3. 12/3/2009 - TAX PREP/ACCOUNTING/BOOKKEEPING - MONROE SHINE - ALL ACTIVITIES RELATED TO CPA PRACTICE INCLUDING TAX PREPARATION, AUDITS, CONSULTING, BOOKKEEPING, AND PAYROLL PREPARATION. - TIME SPENT 100% - NEW ALBANY, IN. 4. 3/23/2020 - V. G. Monroe Legacy - Investment Related - Real Estate Rental - Started 08/11/2008 - 0 Hours Per Month - One office building used for our business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-14 |
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