Elizabeth Ann Mahoney

Current Employers

Employment History

• 01/2016 → Present
  Lpl Financial Llc
  Scottsdale, AZ
• 01/2016 → Present
  Stratos Wealth Partners, Ltd
  Scottsdale, AZ

Previous Registrations

• 2012-09-05 → 2016-01-08
  Wells Fargo Clearing Services, Llc
  Surprise, AZ
  Peoria, AZ

Other Businesses

1. 01/07/2016 - Summit Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 01/07/2016 - 160 Hours Per Month During Securities Trading - 100% TIME SPENT. 2. 01/07/2016 - Stratos Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 100% TIME SPENT. 3. 01/07/2016 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 4. 2/1/2016 - STRATOS WEALTH PARTNERS, LTD - DBA: (Hybrid) Summit Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - START 01/07/2016 - 100% TIME SPENT. 5. 1/4/2017 - Evervest Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 01/15/2017 - 160 Hours Per Month/8 Hours During Securities Trading. 6. 1/13/2017 - Stratos Wealth Partners - DBA: (Hybrid) Evervest Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start 01/17/2017 - 160 Hours Per Month/8 Hours During Securities Trading. 7. 2/8/2017 - Stratos Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Time Spent 100% - I provide investment advisory services through Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in January 2016. I expect to spend approximately 100% of my time on this activity. Please see the Form ADV of the advisory firm 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. 12/7/2018 - Highland Capital Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/09/2017 - 3 Hours Per Month/2 Hours During Securities Trading - Fixed insurance. 9. 05/01/2024 - American Equity Insurance Company - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started: 5/1/2023 - 1 Hrs/Mo During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2003-11-21

Other Names

• Elizabeth Ann Sanders
• Elizabeth Ann Lowe
• Elizabeth Ann Mahoney