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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-15 |
Branch Locations
1650 Market Street, 36Th Floor, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Philadelphia | PA | 05/2011 | 11/2020 |
| Tiaa | Philadelphia | PA | 05/2011 | 11/2020 |
| Stratos Wealth Advisors, Llc | Philadelphia | PA | 06/2021 | Present |
| Unemployed | Philadelphia | PA | 12/2020 | 06/2021 |
Emeritus Wealth Partners - Registered Investment Advisor DBA. Investment related. Philadelphia PA. Investment advisory and financial planning.. Operations Manager. Start Date 6/2021. 160 hours per month/140 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-15 |
| S66 | Uniform Combined State Law Examination | 2013-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-24 |
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