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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-02-11 |
| LA | RA | APPROVED | 2017-04-05 |
| OH | RA | APPROVED | 2017-04-05 |
| TX | RA | APPROVED_RES | 2017-04-05 |
Branch Locations
2900 Westchester Ave. Suite 308, Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Purchase | NY | 08/2004 | Present |
| Stratos Wealth Partners, Ltd | Purchase | NY | 04/2017 | Present |
1. 11/30/2009 - NON-VARIABLE INSURANCE - WORK AS AN AGENT, LONG TERM CARE AND DISABILITY INSURANCE. - 15% OF TIME - PURCHASE, NY. 2. 4/27/2017 - Stratos Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 04/01/2017 - 25 Hours Per Month During Securities Trading - I provide investment advisory services through Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in 3/2017. I expect to spend approximately 25 hours per month on this activity. Please see the advisory firms 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. 3. 03/05/2025 - Stratos Private Wealth - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:04/01/2024 - 195 Hrs/Mth - 140 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-27 |
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