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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-01-05 |
| TX | RA | APPROVED | 2021-01-04 |
Branch Locations
95 S. State Street, Suite 850, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-03 |
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