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Current Employers
Stratos Wealth Partners, Ltd

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-06-22
OH RA APPROVED 2026-06-22
  • MI RA
    APPROVED
    Since 2026-06-22
  • OH RA
    APPROVED
    Since 2026-06-22

Branch Locations

Superior Twp, MI • United States

3750 Park East Drive Suite 200, Beachwood, OH 44122 • 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
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
  • 01/2008 → 05/2019
    Sigma Financial Corporation
    Ann Arbor, MI
  • 08/2014 → 05/2019
    Parkland Securities
    Ann Arbor, MI
  • 10/2015 → 05/2019
    Ann Arbor, MI
  • 05/2019 → 04/2022
    Saline, MI
  • 04/2022 → 05/2026
    Pnc Wealth Management
    Ann Arbor, MI
  • 05/2026 → Present
    Lpl Financial
    Beachwood, OH
  • 06/2026 → Present
    Beachwood, OH
Previous Registrations
  • 2022-04-27 → 2026-05-22
    N. Olmsted, OH
    Ypsilanti, MI
    Ann Arbor, MI
  • 2019-05-14 → 2022-05-16
    Saline, MI
    Fort Mill, SC
    Superior Twp., MI
    Boston, MA
  • 2015-11-16 → 2019-05-09
    Ann Arbor, MI
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-12
  • S66 Uniform Combined State Law Examination
    2015-11-12

View on SEC IAPD

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