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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-03-01 |
| PA | RA | APPROVED | 2023-03-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wayne Smith Tax Services | Cleveland | OH | 01/2023 | 07/2025 |
| Timothy P. Mckee, Cpa | Indiana | PA | 12/2022 | Present |
| S&T Bank | Indiana | PA | 06/1993 | 11/2022 |
| Stratos Wealth Partners, Ltd. | Parma | OH | 03/2023 | Present |
1) 12/2022 - Timothy P. McKee, CPA, not Investment Related, Indiana, PA, Self Employed Consultant 2) 02/2023 - Financial Wellness Partners, LLC DBA for RIA. Investment Related. Parma, OH. Financial Planning services. 3) 08/06/2024 - Timothy P. McKee, CPA/PFS, LLC. not investment related. Parma, OH. Shareholder. LLC is a business entity for tax/investment purposes. 4) 12/4/2025 - Smooth Financial - Investment-Related - At reported location(s) - DBA for Advisor Business - Position: Personal Financial Specialist
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