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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-14 |
| TX | RA | APPROVED | 2025-10-14 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
3455 Mill Run Drive Suite 312, Hilliard, OH 43026 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Columbus | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Columbus | OH | 11/2016 | 06/2017 |
| Lpl Financial Llc | Hilliard | OH | 06/2017 | 10/2025 |
| Stratos Wealth Partners, Ltd | Hilliard | OH | 06/2017 | 10/2025 |
| &Partners | Nashville | TN | 10/2025 | Present |
FINANCIAL PLANNING ASSOCIATION OF CENTRAL OHIO POSITION: Board Member, Pro-Bono Director & President-Elect NATURE: FPACO serves & inspires over 300 financial planners, most of whom are CFPs, through monthly membership meetings and other content relative to serving members and their clients. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/14/2025 ADDRESS: Westlake, OH 44145, United States DESCRIPTION: I am on the board and currently serve as pro-bono director where I coordinate all of our volunteer efforts. I am also the board president-elect, and my term will be for the 2026 calendar year. DELUCA FINANCIAL STRATEGIES & PARTNERS POSITION: Founder, Managing Director NATURE: DBA (Doing business as) name of my practice. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/14/2025 ADDRESS: Hilliard, OH 43026, United States DESCRIPTION: DBA (Doing business as) name of my practice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-10 |
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