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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-03-11 |
| TX | RA | APPROVED | 2022-03-11 |
Branch Locations
893 N Countyline St, Fostoria, OH 44830 • United States
40 E. Perry Street, Tiffin, OH 44883 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Design Agency Of Ohio | Fostoria | OH | 04/2013 | 10/2021 |
| Lpl Financial, Llc | Fostoria | OH | 10/2021 | Present |
| Stratos Wealth Partners, Ltd | Fostoria | OH | 03/2022 | Present |
1) 1/15/2014 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 2) 02/2021 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - STRATOS WEALTH PARTNERS - INVESTMENT RELATED - At Reported Business Location(s) - Start Date 01/25/2021 - 160 hours per month/ 8 hours during trading 3) 02/2021 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - FINANCIAL DESIGN AGENCY OF OHIO - INVESTMENT RELATED - At Reported Business Location(s) - Start Date 01/25/2021 - 160 hours per month/ 8 hours during trading 4) 3/1/2021 - Stratos Wealth Partners, LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Started 01/25/2021 - 160 Hours Per Month/8 Hours During Securities Trading - I provide administrative support to Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 01/2021. 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. 5) 3/1/2021 - Stratos Wealth Partners, LTD - DBA: (Hybrid) Financial Design Agency of Ohio - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Licensed Admin. - Started 01/25/2021 - 160 Hours Per Month/8 Hours During Securities Trading. 6) 10/27/2025 - Financial Design Investments & Insurance - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/29/2025 - 160 hours per month/ 8 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-03-25 |
| S65 | Uniform Investment Adviser Law Examination | 2022-03-10 |
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