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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-02 |
| VA | RA | APPROVED | 2024-02-02 |
Branch Locations
1701 Church Street, Suite D, Norfolk, VA 23504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott | Philadelphia | PA | 09/2018 | 08/2021 |
| Vanguard | Malvern | PA | 01/2017 | 09/2018 |
| Vanguard | Wayne | PA | 12/2015 | 01/2017 |
| Widener University | Chester | PA | 08/2015 | 05/2018 |
| Kestra Investment Services, Llc | Glenside | PA | 08/2021 | 01/2024 |
| Kestra Advisory Services, Llc | Glenside | PA | 07/2023 | 01/2024 |
| Lpl Financial | Norfolk | VA | 02/2024 | Present |
| Stratos Wealth Partners, Ltd | Norfolk | VA | 02/2024 | Present |
1)01/11/2024 - First Genesis of Virginia - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 02/2024 - 160 Hr/Mth 2)01/11/2024 - Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 02/2024 - 160 Hr/Mth 3)02/02/2024 - 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 | 2023-07-28 |
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