Best Investors Account Sign in
Claim This Profile
Current Employers
Stratos Wealth Partners, Ltd

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2021-01-05
TX RA APPROVED 2021-01-04
  • UT RA
    APPROVED
    Since 2021-01-05
  • TX RA
    APPROVED
    Since 2021-01-04

Branch Locations

95 S. State Street, Suite 850, Salt Lake City, UT 84111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Network El Segundo CA 04/2008 12/2019
Cuso Financial Services, Lp San Diego CA 12/2019 12/2020
Lpl Financial Llc Salt Lake City UT 01/2021 Present
Stratos Wealth Partners, Ltd Salt Lake City UT 01/2021 Present
  • 04/2008 → 12/2019
    Financial Network
    El Segundo, CA
  • 12/2019 → 12/2020
    Cuso Financial Services, Lp
    San Diego, CA
  • 01/2021 → Present
    Lpl Financial Llc
    Salt Lake City, UT
  • 01/2021 → Present
    Salt Lake City, UT
Previous Registrations
  • 2020-01-02 → 2020-12-18
    Cuso Financial Services, L.P.
    Salt Lake City, UT
  • 2008-05-22 → 2019-12-24
    Cetera Wealth Services, Llc
    Holliday, UT
    Los Angeles, CA
    Los Angeles, CA
    Holladay, UT
    Los Angeles, CA
    Hollday, UT
  • 2007-07-16 → 2008-04-11
    Morgan Stanley & Co. Llc
    Salt Lake City, UT
Other Businesses

1. 1/4/2021 - Stratos Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/04/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 1/4/2021 - Weave Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/04/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 3. 01/04/2021 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 4. 1/7/2021 - Stratos Wealth Partners, LTD - DBA: (Hybrid) Weave Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 01/04/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 5. 1/7/2021 - Stratos Wealth Partners, LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/04/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 01/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-07-03
  • S66 Uniform Combined State Law Examination
    2007-07-03
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Salt Lake City, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor