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Current Employers
Stratos Wealth Partners, Ltd

3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-02
OH RA APPROVED 2022-05-05
TX RA APPROVED 2022-05-05
  • CA RA
    APPROVED
    Since 2026-01-02
  • OH RA
    APPROVED
    Since 2022-05-05
  • TX RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 11/2014 → 03/2022
    J.P. Morgan Institutional Investments Inc.
    Westerville, OH
  • 11/2014 → 03/2022
    Jpmorgan Investmenet Management Inc.
    Westerville, OH
  • 03/2022 → Present
    Lpl Financial Llc
    Beachwood, OH
  • 03/2022 → Present
    Stratos Wealth Parters, Ltd.
    Beachwood, OH
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-16
S63 Uniform Securities Agent State Law Examination 2012-06-08
  • S66 Uniform Combined State Law Examination
    2022-04-16
  • S63 Uniform Securities Agent State Law Examination
    2012-06-08

View on SEC IAPD

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