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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2016-03-15 |
| TX | RA | APPROVED_RES | 2016-03-14 |
| OH | RA | APPROVED | 2015-01-23 |
Branch Locations
33 River Street Suite 7, Chagrin Falls, OH 44022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stratos Wealth Partners, Ltd | Beachwood | OH | 01/2012 | Present |
| Lpl Financial, Llc | Beachwood | OH | 01/2012 | Present |
(1) 1/13/2012 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. (2) 12/15/2016: White Blaze Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 01/01/2017 - 160 Hours Per Month/8 Hours During Securities Trading. (3) 12/22/2016: Stratos Wealth Partners - DBA: (Hybrid) White Blaze Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start 01/01/2017 - 160 Hours Per Month/8 Hours During Securities Trading - I provide administrative support to Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in January 2017. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm 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) 1/18/2017: Stratos Wealth Partners - DBA: Stratos Wealth Partners, Ltd - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/01/2012 - 160 Hours Per Month During Securities Trading. (5) 2/3/2017: Stratos Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 07/01/2012 - 160 Hours Per Month During Securities Trading - I provide administrative support to Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in January 2015. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-11 |
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