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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-03-07 |
| LA | RA | APPROVED | 2014-03-27 |
Branch Locations
5145 Bluebonnet Blvd., Baton Rouge, LA 70809 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Baton Rouge | LA | 03/2014 | Present |
| Stratos Wealth Partners, Ltd | Baton Rouge | LA | 03/2014 | Present |
(1) 03/20/2014-SCHRAMM FINANCIAL GROUP/DBA ONLY/BATON ROUGE,LA (2) 03/20/2014 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. (3) 04/14/2014 - STRATOS WEALTH PARTNERS, LTD - REGISTERED INVESTMENT ADVISOR - (HYBRID) STRATOS WEALTH PARTNERS, LTD - ADMIN SERVICES ONLY - TIME SPENT 100% - BATON ROUGE,LA. (4) 5/8/2019 - Stratos Wealth Partners, LTD - DBA: (Hybrid) Schramm Financial Group - Investment Related - At Reported Business Location(s) - Licensed Admin. - Started 03/21/2014 - 160 Hours Per Month/130 Hours During Securities Trading. (5) 07/01/2024 - Opes Wealth Partners - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 08/01/2024 - 160 Hours Per Month/ 130 Hours During Trading (6) 12/17/2024 - Opes Wealth Partners- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 08/01/2024- 160 Hours Per Month/ 130 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-09 |
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