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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-04-25 |
| OH | RA | APPROVED | 2016-04-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Charlotte | NC | 04/2016 | Present |
| Stratos Wealth Partners | Warren | OH | 04/2016 | Present |
(1) 04/18/2016: Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - 8256 E. Market St. Ste114 Warren OH 44484 (2) 04/18/2016: Jervis Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - 8256 East Market Street, Suite 114 Warren, OH 44484 - 160 Hr/Mo; 8 Hour(s) During Securities Trading; 100% Time Spent (3) 04/18/2016 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. (4) 06/20/2017-STRATOS WEALTH PARTNERS, LTD-investment related- At reported business location(s)- Registered Investment Advisor Hybrid-Licensed Admin- Hours per month 160/ Time spent percent 100% - I provide administrative support to STRATOS WEALTH PARTNERS, LTD, an independent investment advisor firm. I started this business activity in 03/2016. 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.
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