Best Investors Account Sign in
Current Employers
Stratos Wealth Partners, Ltd

3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-04-21
OH RA APPROVED 2019-02-01
  • PA RA
    APPROVED
    Since 2023-04-21
  • OH RA
    APPROVED
    Since 2019-02-01

Branch Locations

3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States

Pittsburgh, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Strategic Investment Group Arlington VA 06/2016 10/2016
Unemployed Monroeville PA 10/2016 07/2018
Lpl Financial Llc Beachwood OH 07/2018 Present
Stratos Wealth Partners, Ltd Beachwood OH 01/2019 Present
  • 06/2016 → 10/2016
    Strategic Investment Group
    Arlington, VA
  • 10/2016 → 07/2018
    Unemployed
    Monroeville, PA
  • 07/2018 → Present
    Lpl Financial Llc
    Beachwood, OH
  • 01/2019 → Present
    Beachwood, OH
Other Businesses

1) 7/10/2018 - 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) 01/02/2019 - Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 01/2019 - 160 hr/mth 3) 3/13/2019 - Stratos Wealth Partners, LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Start Date: 01/01/2019 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 01/2019. 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. 4) 3/28/2019 - Wealth Advocate Group - DBA: Wealth Advocate Group LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 03/25/2019 - 40 Hours Per Month/30 Hours During Securities Trading. 5) 4/2/2019 - Stratos Wealth Partners, LTD - DBA: (Hybrid) Wealth Advocate Group LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 03/25/2019 - 40 Hours Per Month/30 Hours During Securities Trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-08-24
  • S63 Uniform Securities Agent State Law Examination
    2023-08-24
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Beachwood, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor