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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| LA | RA | APPROVED | 2016-03-17 |
| TX | RA | APPROVED | 2016-03-16 |
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 | San Diego | CA | 09/2015 | Present |
1. 12/13/2021 - BWM Financial - Registered Investment Adviser DBA - 100% - San Diego, CA 2. 09/18/2015 - Stratos Wealth Partners - Registered Investment Advisor Hybrid - (Hybrid) Stratos Wealth Partners - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 09/11/2015 - TIME SPENT 100%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-23 |
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