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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-05-01 |
| PA | RA | APPROVED | 2021-03-29 |
| TX | RA | APPROVED_RES | 2021-03-29 |
Branch Locations
One Liberty Place 1650 Market Street, 36Th Floor, Philadelphia, PA 19103 • United States
Las Vegas, NV • United States
Philadelphia, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Philadelphia | PA | 05/2002 | 03/2021 |
| Tiaa-Cref Individual & Institutional Services, Llc | Philadelphia | PA | 05/2002 | 03/2021 |
| Stratos Wealth Advisors, Llc | Philadelphia | PA | 03/2021 | Present |
1) 3/2021 Emeritus Wealth Management - Registered Investment Advisor DBA - Investment Related, Philadelphia, PA, investment advice and financial planning. Partner, Wealth Advisor. 160 hours per month/130 hours per month during securities trading hours. 2) Life Insurance Sales and Service. Emeritus Wealth Management. Address of record. Agent. Start 2/28/2022. Two hours per month/2 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-28 |
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