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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-09-17 |
| TX | RA | APPROVED_RES | 2020-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiell Financial Group | Bascom | OH | 09/2011 | 10/2019 |
| Sii Investments | Bascom | OH | 10/2011 | 10/2017 |
| Woodbury Financial Services Inc | Bascom | OH | 10/2017 | 10/2019 |
| Lpl Financial Llc | Fostoria | OH | 09/2020 | Present |
| Tiell Tax Service | Findlay | OH | 10/2019 | 03/2020 |
| Unemployed | Findlay | OH | 03/2020 | 09/2020 |
| Stratos Wealth Partners, Ltd | Fostoria | OH | 09/2020 | Present |
1) 9/16/2020- Financial Design Agency of Ohio -DBA for LPL Business (entity for LPL business)- Inv. Related- At Reported Business Location(s) - start date 9/2020- 160hrs/mth 2) 9/16/2020- Stratos Wealth Partners- DBA for LPL Business (entity for LPL business)- Inv. Related- At Reported Business Location(s) - start date 9/2020- 160hrs/mth 3) 9/16/2020- Notary- non-inv. Related- At Reported Business Location(s)- start dat 3/7/2018- 1hrs/mth 4) 9/23/2020 - Stratos Wealth Partners, LTD - DBA: (Hybrid) Financial Design Agency of Ohio - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 09/08/2020 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 5) 9/23/2020 - Stratos Wealth Partners, LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 9/8/2020 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 9/2020. 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. 6) 12/4/2020 - Tiell Tax Service - Investment Related - Home Based - Tax Prep/Accounting/CPA - Owner - Started 01/01/2013 - 13 Hours Per Month/8 Hours During Securities Trading - Time Spent - Tax prep business. 7) 3/24/2021 - Financial Design Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 12/23/2020 - 5 Hours Per Month During Securities Trading. 8) 06/10/2026 - Financial Design Investments & Insurance - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/29/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-07-26 |
| S65 | Uniform Investment Adviser Law Examination | 2017-06-27 |
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