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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-01 |
| TX | RA | APPROVED | 2023-11-01 |
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 |
|---|---|---|---|---|
| San Diego Wealth Management | San Diego | CA | 06/2018 | 02/2022 |
| Roderick D. Evans, Financial Advisor | San Diego | CA | 04/2011 | 05/2018 |
| Sagepoint Financial, Inc. | San Diego | CA | 12/2021 | 07/2023 |
| San Diego Wealth Management | San Diego | CA | 02/2022 | 08/2022 |
| Sagepoint Financial, Inc. | San Diego | CA | 06/2022 | 07/2023 |
| Stratos Wealth Partners, Ltd. | San Diego | CA | 10/2023 | Present |
1. NICOLE FARRAR POSITION: AGENT NATURE: SOLE PROPRIETOR HEALTH INSURANCE INVESTMENT RELATED: YES NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 5663 BALBOA AVE UNIT 507 SAN DIEGO CA 92111 DECSCPRITION: I AM A LICENSED INSURANCE AGENT AND HAVE A FEW FRIENDS THAT I ASSIST TO ENROLL IN HEALTH INSURANCE PLANS. 2. STRATOS PRIVATE WEALTH POSITION: ASSOCIATE ADVISOR; NATURE: INVESTMENT ADVISORY AND FINANCIAL PLANNING. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/01/2023 ADDRESS: 12348 HIGH BLUFF, San Diego CA 92122, United States INVESTMENT ADVISORY AND FINANCIAL PLANNING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-10 |
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