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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-03-23 |
| LA | RA | APPROVED | 2016-03-17 |
| AZ | RA | APPROVED | 2015-07-09 |
Branch Locations
100 E Sheldon #105, Prescott, AZ 86301 • United States
17505 N 79Th Avenue Suite 112A, Glendale, AZ 85308 • United States
6909 E Greenway Parkway Suite 195, Scottsdale, AZ 85254 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Prescott | AZ | 06/2015 | Present |
| Stratos Wealth Partners, Ltd | Prescott | AZ | 06/2015 | Present |
1. 06/19/2015 - STRATOS WEALTH PARTNERS - INV REL - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - AT REPORTED LOCATION - START 8/1/2015 - 100% TIME SPENT - RIA 2. 06/19/2015 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 3. 7/9/2015 - Stratos Wealth Partners, LTD - DBA: (Hybrid) Stratos Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 8/1/2015 - Time Spent 100% - I provide investment advisory services through Stratos Wealth Partners LTD, an independent investment advisor firm. I started this business activity in 8/1/2015. 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. 4. 2/14/2019 - Granite Wealth Partners - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 06/17/2015 - 2 Hours Per Month/0 Hours During Securities Trading. 5. 5/16/2019 - EverVest Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/01/2019 - 30 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-08 |
| S66 | Uniform Combined State Law Examination | 2004-05-26 |
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