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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-02-10 |
Branch Locations
3750 Park East Dr Suite 200, Beachwood, OH 44122 • United States
1053 Sheerbrook Dr, South Russell, OH 44022 • United States
3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-08-22 |
| TX | RA | APPROVED_RES | 2022-08-22 |
Branch Locations
3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
South Russell, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcdonald Partners Llc | Cleveland | OH | 05/2012 | 08/2022 |
| Lpl Financial Llc | Beachwood | OH | 08/2022 | Present |
1)08/22/2022 - Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 08/2022 2)08/22/2022 - Oswald Financial and JL Thomas & Company - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 2014 3)08/22/2022 - Qua Advisors LLC - Business Entity For Tax/Investment Purposes Only - Inv Rel - At Reported Business Location(s) - Start: 01/2022 4)08/22/2022 - Real Estate Rental - Owner - Inv Rel - Chagrin Falls, OH - Start: 04/2019 5)08/22/2022 - Valley Lutheran Church - Non-Profit Board Member - Non-Inv Rel - Chagrin Falls, OH - Start: 2019 6)08/22/2022 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 7)09/30/2022 - Stratos Wealth Partners, LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - 160 Hours Per Month - Time Spent 100% - I provide investment advisory services through Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 8/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8) 05/19/2023 - Sheerbrook Wealth Managment - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 05/15/2023 - 160 Hours Per Month/160 Hours During Securities Trading 9) 05/19/2023 - Sheerbrook Wealth Managment - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 05/15/2023 - 160 Hours Per Month/160 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-30 |
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