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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-04-17 |
| PA | RA | APPROVED | 2015-02-20 |
| TX | RA | APPROVED | 2015-02-20 |
Branch Locations
1605 Carmody Court, Suite 301, Sewickley, PA 15143 • United States
4624 State Route 43, Kent, OH 44240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Sewickley | PA | 02/2015 | Present |
| Stratos Wealth Partners, Ltd | Sewickley | PA | 02/2015 | Present |
1. 2/20/2015 - Stratos Wealth Partners, Ltd. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 2/20/2015 - Time Spent 99% - I provide investment advisory services through Stratos Wealth Partners, Ltd., an independent investment advisor firm. I started this business activity in 2/2015. 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. 2. 2/20/2015: THE KELLEY FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - STARTED 02/20/2015 - Time Spent 99%. 3. 2/20/2015 - Stratos Wealth Partners, Ltd - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 2/20/2015 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 5. 3/9/2015: STRATOS WEALTH PARTNERS, LTD. - DBA: (HYBRID) THE KELLEY FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 02/20/2015 - Time Spent 99%. 6. 11/9/2015 - DBS Brokerage Services Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/10/2015 - 1 Hours Per Month/0 Hours During Securities Trading. 7. 07/15/2024 - The Kelley Financial Group Accounting and Consulting - Tax Prep/Accounting/CPA - Partner - Investment Related - At Reported Business Location(s) - Start Date 06/25/2024 - 10 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-21 |
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