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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-07-17 |
| OH | RA | APPROVED | 2026-07-17 |
Branch Locations
3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 11/2015 | 09/2016 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 11/2015 | 09/2016 |
| Morgan Stanley Private Bank, N.A. | Bethesda | MD | 09/2016 | 12/2016 |
| Morgan Stanley | Bethesda | MD | 09/2016 | 12/2016 |
| Morgan Stanley | Bethesda | MD | 12/2016 | 03/2020 |
| Morgan Stanley Private Bank, N.A. | Potomac | MD | 12/2016 | 03/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 05/2020 | 01/2021 |
| Bank Of America, N.A. | Washington | DC | 07/2020 | 01/2021 |
| Morgan Stanley | Potomac | MD | 01/2021 | 10/2023 |
| Sei Investments | Oaks | PA | 11/2023 | 07/2026 |
| Lpl Financial Llc | Beachwood | OH | 07/2026 | Present |
| Stratos Wealth Partners, Ltd. | Beachwood | OH | 07/2026 | Present |
1. 07/2026 - Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 7/13/2026 2. 07/2026 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) – 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-04 |
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