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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 |
| TX | RA | APPROVED_RES | 2025-08-14 |
Branch Locations
500 N Hurstbourne Pkwy, Louisville, KY 40222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Monroe Shine & Company Inc | New Albany | IN | 01/1990 | Present |
| Lpl Financial Llc | Louisville | KY | 12/2000 | Present |
| Stratos Wealth Partners, Ltd. | Louisville | KY | 08/2025 | Present |
1. 12/06/2000 - Monroe Shine & Co, Inc - CPA Affiliate Program - INV REL - AT REPORTED BUSINESS LOCATION - CPA FIRM. 2. 12/06/2000 - Horizon Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - INV REL - AT REPORTED BUSINESS LOCATION. 3. 05/08/2013 - Horizon Wealth Management - DBA for LPL Business (entity for LPL business) - INV REL - AT REPORTED BUSINESS LOCATION. 4. 3/23/2020 - V. G. Monroe Legacy - Investment Related - 222 East Market Street New Albany IN 47150 - 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 | 2000-12-05 |
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