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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-16 |
Branch Locations
Ladera Ranch, CA • United States
555 Veterans Boulevard Suite 100, Redwood City, CA 94063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Bishoff Financial Group | Worthington | OH | 05/2015 | 12/2021 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2017 | 12/2021 |
| Ohio Dominican, Columbus State & Franklin University | Columbus | OH | 09/2013 | 12/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2020 | 12/2021 |
| Unemployed | Rancho Mission Viejo | CA | 12/2021 | 07/2022 |
| Koa Wealth Management, Llc | Encinitas | CA | 07/2022 | 04/2024 |
| Personal Capital Advisors Corporation | Rancho Mission Viejo | CA | 10/2022 | 10/2022 |
| Cambridge Investment Research, Inc | Fairfield | IA | 05/2024 | 11/2025 |
| The Bishoff Financial Group | Gahanna | OH | 05/2024 | 02/2026 |
| Osaic Wealth, Inc. | Gahanna | OH | 11/2025 | 02/2026 |
| Lpl Financial Llc | Redwood City | CA | 03/2026 | Present |
| Stratos Wealth Partners, Ltd. | Redwood City | CA | 03/2026 | Present |
1. 3/2026 - GooseLinq LLC - Business Entity For Tax/Investment Purposes Only - INV REL - 0 Hour(s)/Month - 0 Hour(s) During Trading - Rancho Mission Viejo CA 92694 - OBA Start Date: 06/24/2022 2. 3/2026 - Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month - 130 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 3/13/2026 3. 3/2026 - Pettinelli Financial Partners - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month - 130 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 3/13/2026 4. 3/2026 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-04 |
| S66 | Uniform Combined State Law Examination | 2018-05-14 |
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