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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2016-03-09 |
| SC | RA | APPROVED | 2012-05-30 |
| TX | RA | APPROVED | 2012-05-29 |
Branch Locations
801 N. Lake Dr, Ste 200, Lexiington, SC 29072 • United States
114 Greenwood St. Sw, Aiken, SC 29801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Lexington | SC | 05/2012 | Present |
| Stratos Wealth Partners, Ltd | Lexington | SC | 05/2012 | Present |
(1) 5/25/2012 - STRATOS WEALTH PARTNERS, LTD./ DBA for LPL Business (entity for LPL business) / Investment Related - At Reported Business Location(s) (2) 11/20/2012: OTHER-NOTARY / Investment Related - At Reported Business Location(s) - TIME SPENT 1% (3) 10/25/2013- ADVOCARE- Direct Sales - ADVOCARE DISTRIBUTOR OF NUTRITIONAL PRODUCTS. TIME SPENT 10%- (4) 6/12/2018 - David Wealth Management Group, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 06/01/2018 - 40 Hours Per Month/40 Hours During Securities Trading. (5) 08/19/2026 - DWMG - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-26 |
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