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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
| OH | RA | APPROVED | 2022-05-05 |
| TX | RA | APPROVED | 2022-05-05 |
Branch Locations
33 River Street Suite 7, Chagrin Falls, OH 44022 • United States
9999 Brewster Lane Suite 101, Powell, OH 43065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Institutional Investments Inc. | Westerville | OH | 11/2014 | 03/2022 |
| Jpmorgan Investmenet Management Inc. | Westerville | OH | 11/2014 | 03/2022 |
| Lpl Financial Llc | Beachwood | OH | 03/2022 | Present |
| Stratos Wealth Parters, Ltd. | Beachwood | OH | 03/2022 | Present |
1) 3/2022- Stratos Wealth Partners- DBA for LPL Business (entity for LPL business)- inv. related- Registered Admin- Beachwood, OH 2) 3/2022- White Blaze Wealth Management- DBA for LPL Business (entity for LPL business)- inv. related- Registered Admin- Beachwood, OH 3) 03/17/2022 - Stratos Wealth Partners, LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin - Start Date - 03/02/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% -I provide administrative support to Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 3/2022. 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.. 4) 03/17/2022 - Stratos Wealth Partners, LTD - DBA : White Blaze Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Admin - Start Date - 03/02/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 5) 03/09/2022 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-08 |
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