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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2016-03-17 |
| TX | RA | APPROVED | 2016-03-16 |
| CA | RA | APPROVED | 2015-09-21 |
Branch Locations
12348 High Bluff Drive Suite 200, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | San Diego | CA | 09/2015 | 07/2019 |
| Stratos Wealth Partners, Ltd | San Diego | CA | 09/2015 | Present |
1. 12/2023 - Stratos Private Wealth DBA - San Diego, CA, Wealth Management, Financial Planning. 160 hours per month/130 hours per month during securities trading hours. Wealth Advisor 2. 05/2026 - Enterprise Bank - Not-investment related - Address: 277 N. El Camino Real Encinitas, CA 92024 - Advisory Board Member - Number of hours devoted/during trading hours: 0 - Description: This board has a 2-hour meeting once per quarter. It is comprised of commercial real estate professionals, developers, M&A professionals, and CEOs of local non-profit organizations. The objective of the board is to build a network and keep up to date on what is happening in the San Diego community. Board does not advise on the operations of the bank and is not related to the bank's board of directors. 3. 06/2020 - Paseo Vista Investors - Not Investment related - Carlsbad, CA - General Partnership - Number of hours devoted per month: 1 - Description: Partnership with parents which will hold a rental property 4. 09/2020 - South Bay Motel Investors - Not Investment related - Carlsbad, CA - General Partnership - Number of hours devoted per month: 1 - Description: Partnership with parents which will hold a rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-17 |
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