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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-02-12 |
| OH | RA | APPROVED | 2020-05-20 |
Branch Locations
1 South Washington Street Suite 130, Rochester, NY 14614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Pittsford | NY | 09/2012 | 03/2020 |
| Bank Of America, N.A | Pittsford | NY | 12/2012 | 03/2020 |
| Stratos Wealth Advisors, Llc | Rochester | NY | 05/2020 | Present |
1 JARRETT FELTON (RENTAL PROPERTY)- FOR-PROFIT ORGANIZATION - INVESTMENT RELATED: N - ADDRESS OF BUSINESS: ROCHESTER, NEW YORK 14614 - POSITION, TITLE, ASSOCIATION: OWNER, - START DATE OF RELATIONSHIP: 12/12/2007 - NUMBER OF HOURS DEVOTED: 1 HOUR(S) QUARTERLY - NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 - DUTIES: THIS IS SIMPLY A DUPLEX OF WHICH I BOUGHT BACK IN 12/2007 FOR INCOME AND AS A WAY TO DIVERSIFY BY INCOME PORTFOLIO. I DO NOT MANAGE ANY ASPECT OF THIS FOR I HAVE A PROPERTY MANAGEMENT FIRM LOCALLY HANDLING ALL THIS. 2. Invessent Wealth Management - Investment-related - At reported location(s) - Investment Advisory & financial planning - Start Date: 05/2020 - 160 hours/month and during business hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-16 |
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