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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2016-03-11 |
| TX | RA | APPROVED | 2016-03-11 |
| GA | RA | APPROVED | 2013-08-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Dalton | GA | 08/2013 | Present |
| Stratos Wealth Partners, Ltd | Dalton | GA | 08/2013 | Present |
1) 08/29/2013-DBA ONLY DALTON INVESTMENT AND RETIREMENT SERVICES- TIME SPENT 100% DALTON GA 2) 08/29/2013 - DBA ONLY STRATOS WEALTH PARTNERS, LTD- TIME SPENT 100% DALTON GA 3) 08/29/2013 - NOTARY- HOLDS A GEORGIA NOTARY-TIME SPENT 1% DALTON GA 4) 8/29/2013 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 5) 9/10/2013 - Stratos Wealth Partners, Ltd - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 08/2013 - Time Spent 100% - I provide investment advisory services through Stratos Wealth Partners, Ltd, an independent investment advisor firm. I started this business activity in 8/2013. 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. 6) 09/10/2013- STRATOS WEALTH PARTNERS- REGISTERED INVESTMENT ADVISOR DBA-DALTON INVESTMENT & RETIREMENT SERVICES-PROVIDE INVESTMENT ADVICE TO MY CLIENTS BASED ON THEIR NEEDS AND FINANCIAL GOALS.-TIME SPENT 1%- DALTON GA 7) 11/06/2014 - OLIVER GRAMMER, LLC - REAL ESTATE RENTAL - OLIVER GRAMMER, LLC - TIME SPENT 1 HOUR PER MONTH - DALTON GA. 8) 5/10/2017 - Lauren E. Grammer Sole Benefit Trust - Not Investment Related - Home Based - Act in a Fiduciary Capacity - Trustee - Started 04/28/17 - 1 Hour Per Month/0 Hours During Securities Trading. 9) 6/18/2018 - Whitfield Healthcare Foundation - Not Investment Related - Hamilton Medical Center - Non-Profit Board Member - Start Date:07/01/2018 - 1 Hours Per Month/1 Hours During Trading. 10) 11/8/2021 - Beavers Properties, LLC - Investment Related - Home Based & Dalton, GA 30721 - Real Estate Rental - President - Started 07/11/2013 - 30 Hours Per Month/0 Hours During Securities Trading - Owner of rental property. 11) 05/01/2023 - Lauren's Freeze Dried Treats, LLC - Not Investment Related - Home Based - Other - Freeze Dried Treats to sell at Farmers Mar - CE0/President - Start Date 04/15/2023 - 5 Hours Per Month/0 Hours During Securities Trading 12) 05/04/2023 - Beavers Media, LLC - Not Investment Related - Home Based - Other - Publishing - CEO/Publisher - Start Date 04/15/2023 - 10 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-18 |
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