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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-03 |
| TX | RA | APPROVED_RES | 2025-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Avon | OH | 09/2009 | 06/2021 |
| Stratos Wealth Partners, Ltd | Avon | OH | 08/2013 | 06/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2021 | 02/2025 |
| Strategic Investment Solutions | Orland Park | IL | 06/2021 | 02/2025 |
| Lpl Financial Llc | Avon | OH | 02/2025 | Present |
| Stratos Wealth Partners, Ltd | Avon | OH | 02/2025 | Present |
1)01/30/2025 - The 4:8 Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)01/30/2025 - Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 3)01/30/2025 - Bove Properties - Real Estate Rental - Inv Rel - Avon, OH - Start: 01/2025 4)01/30/2025 - Robert A Bove Limited LTD - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Avon, OH - Start: 03/2000 - 160 Hr/Mth 5) 2/28/2025 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 6) 03/05/2025 - Stratos Wealth Partners. Ltd - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:02/14/2025 - 160 Hrs/Mth - 40 Hrs During Trading.I provide investment advisory services through Stratos Wealth Partners. Ltd, an independent investment advisor firm. I started this business activity in 2/2025. 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. 7) 03/05/2025 - Stratos Wealth Partners. Ltd - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:02/14/2025 - 160 Hrs/Mth - 40 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-06-08 |
| S65 | Uniform Investment Adviser Law Examination | 2007-05-21 |
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