Best Investors
Account
Sign in
3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-08 |
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 |
|---|---|---|---|---|
| Unemployed | Cleveland | OH | 08/2016 | 09/2016 |
| Morgan Stanley Smith Barney Llc | Pepper Pike | OH | 02/2022 | 07/2025 |
| Sona Financial | Shaker Heights | OH | 09/2016 | 03/2019 |
| Tailored Management | Columbus | OH | 11/2020 | 07/2021 |
| Morgan Stanley Smith Barney Llc | Columbus | OH | 07/2021 | 02/2022 |
| Unemployed | Cleveland | OH | 03/2019 | 11/2020 |
| Lpl Financial Llc | Chagrin Falls | OH | 08/2025 | Present |
| Stratos Wealth Partners, Ltd. | Chagrin Falls | OH | 08/2025 | Present |
1) 08/14/2025 - Stratos Wealth Partners, Ltd - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start date 07/01/2025 - 160hrs/mnth 40 hrs during trading 2) 08/14/2025 - White Blaze Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start Date 07/01/2025 - 160hrs/mnth 40 hrs during trading 3) 08/20/2025 - White Blaze Wealth Management - Registered Investment Advisor DBA - Admin - Inv Rel - At Reported Business Location(s) - Start Date 07/01/2025 - 160hrs/mnth 40 hrs during trading 4) 08/20/2025 - Stratos Wealth Partners Ltd - Registered Investment Advisor Hybrid - Admin - Inv Rel - At Reported Business Location(s) - Start Date 07/01/2025 - 160hrs/mnth 40 hrs during trading - I provide administrative support to Stratos Wealth Partners Ltd, an independent investment advisor firm. I started this business activity in 7/2025. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-22 |
| S65 | Uniform Investment Adviser Law Examination | 2016-08-30 |
Reach out to this advisor