Kisha Byrd Madison

Employer firm

Stratos Wealth Partners, Ltd CRD 153184

$18.6B regulatory AUM 376 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Stratos Wealth Partners, Ltd

3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2022-10-11
TX	RA	APPROVED_RES	2022-10-10

GA RA
APPROVED

Since 2022-10-11
TX RA
APPROVED_RES

Since 2022-10-10

Branch Locations

Senoia, GA • United States

7000 Central Parkway, Suite 1600, Atlanta, GA 30328 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Various Insurance Carriers For W & R Insurance Agencies	Senoia	GA	07/2007	Present
Invest Financial Corporation	Tampa	FL	05/2010	02/2018
Lpl Financial Llc	Senoia	GA	02/2018	11/2022
Lpl Financial Llc	Atlanta	GA	11/2022	Present
Stratos Wealth Partners, Ltd	Senoia	GA	10/2022	Present

07/2007 → Present

Various Insurance Carriers For W & R Insurance Agencies

Senoia, GA
05/2010 → 02/2018

Invest Financial Corporation

Tampa, FL
02/2018 → 11/2022

Lpl Financial Llc

Senoia, GA
11/2022 → Present

Lpl Financial Llc

Atlanta, GA
10/2022 → Present

Stratos Wealth Partners, Ltd

Senoia, GA

Previous Registrations

2010-06-02 → 2018-02-14

Invest Financial Corporation

Duluth, GA

Senoia, GA

Appleton, WI
2007-06-19 → 2010-01-05

Waddell & Reed

Atlanta, GA

Other Businesses

1. 2/14/2018 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 2. 1/7/2020 - Emory - Not Investment Related - 550 Peachtree Street NE, Atlanta, GA 30308 - Outside/W-2 Employment - Registered Respiratory Therapist - Started 12/09/2019 - 40 Hours Per Month/0 Hours During Securities Trading. 3. 10/19/2022 - Heritage Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 10/05/2022 - 160 Hours Per Month/8 Hours During Securities Trading 4. 10/19/2022 - Heritage Financial Partners (DBA of RIA Stratos Wealth Partners) - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 10/05/2022 - 160 Hours Per Month/8 Hours During Securities Trading 5. 10/19/2022 - Stratos Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 10/05/2022 - 160 Hours Per Month/8 Hours During Securities Trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-06-18

S66 Uniform Combined State Law Examination

2007-06-18

Other Names

Kisha Byrd

View on SEC IAPD