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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-10-14 |
| MT | RA | APPROVED | 2025-10-10 |
| TX | RA | APPROVED_RES | 2025-10-10 |
| CA | RA | APPROVED | 2025-10-09 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Dallas | TX | 08/2011 | 02/2017 |
| Bank Of America, N.A. | Dallas | TX | 01/2012 | 02/2017 |
| Morgan Stanley | La Jolla | CA | 02/2017 | 08/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2017 | 08/2017 |
| Tdameritrade | San Diego | CA | 08/2017 | 04/2018 |
| Delphi Private Advisors | San Diego | CA | 04/2018 | 07/2019 |
| Hightower Advisers. Llc | Chicago | IL | 07/2019 | 01/2020 |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2020 | 08/2020 |
| Capital Management Group | Malvern | PA | 04/2020 | 10/2020 |
| Northern Trust Securities | San Diego | CA | 02/2021 | 07/2023 |
| Northern Trust Bank | San Diego | CA | 10/2020 | 07/2023 |
| Aldrich Wealth Lp | Carlsbad | OR | 02/2024 | 09/2025 |
| Unemployed | San Diego | CA | 08/2023 | 01/2024 |
| Stratos Wealth Partners, Ltd. | San Diego | CA | 10/2025 | Present |
1. 10/9/2025 - Stratos Private Wealth (Stratos DBA) - Invesment-Related - Address: 12348 High Bluff Drive San Diego, CA 92130 - Nature: DBA of RIA - Number of hours devoted: 160 - Number of hours during trading hours: 160 - Description: DBA of Wealth Management business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-05 |
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