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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-10-03 |
| LA | RA | APPROVED | 2017-10-02 |
| OH | RA | APPROVED | 2017-05-01 |
Branch Locations
27865 Clemens Rd, Suite 4, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc | Fairfield | IA | 04/2014 | 02/2017 |
| Mayfield Financial Services | Richmond Heights | OH | 04/2014 | 02/2017 |
| Unemployed | Unemployed | OH | 02/2017 | 04/2017 |
| Lpl Financial, Llc | Westlake | OH | 04/2017 | Present |
| Stratos Wealth Partners, Ltd | Westlake | OH | 05/2017 | Present |
1) 04/27/2017 - Startos Wealth Partners - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 04/05/2017 - 160 hr/mth 2) 4/27/2017 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 3) 5/2/2017 - Stratos Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 04/05/2017 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 50% - I provide administrative support to Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in 4/2017. 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. 4) 11/08/2023 - No Business Name - Inv Related - Notary - Lakewood, OH - Start Date: 4/24/2020 - 1 Hr/Mo & During Trading
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