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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-02 |
| LA | RA | APPROVED | 2016-03-14 |
| TX | RA | APPROVED | 2016-03-11 |
Branch Locations
12348 High Bluff Drive Suite 200, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | San Diego | CA | 09/2015 | 07/2019 |
| Stratos Wealth Partners, Ltd | San Diego | CA | 09/2015 | Present |
1. 12/13/2021 - Stratos Private Wealth - Registered Investment Adviser DBA. 100%/ SAN DIEGO, CA - At reported location(s) - Financial Advisor - Number of hours devoted/during business hours: 160 2. 10/1/2025 - Vacation Rental Property - Not Inv Related - La Jolla, CA - Owner - Number of hours devoted/during business hours: 1
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-15 |
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