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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-06-22 |
| OH | RA | APPROVED | 2026-06-22 |
Branch Locations
Superior Twp, MI • United States
3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 01/2008 | 05/2019 |
| Parkland Securities | Ann Arbor | MI | 08/2014 | 05/2019 |
| Spc | Ann Arbor | MI | 10/2015 | 05/2019 |
| Lpl Financial Llc | Saline | MI | 05/2019 | 04/2022 |
| Pnc Wealth Management | Ann Arbor | MI | 04/2022 | 05/2026 |
| Lpl Financial | Beachwood | OH | 05/2026 | Present |
| Stratos Wealth Partners, Ltd. | Beachwood | OH | 06/2026 | Present |
1. 06/2026 - Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/15/2026 2. 07/01/2026- Stratos Wealth Partners- Registered Investment Advisor Hybrid- Investment Related- At Reported Business Location(s) -Start Date 05/29/2026- 160 hours per month/ 130 hours during trading- I provide investment advisory services through Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in 160. 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. 3. 07/01/2026- Stratos Wealth Partners- Registered Investment Advisor DBA- Investment Related- At Reported Business Location(s) -Start Date 05/29/2026- 160 hours per month/ 130 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-12 |
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