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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-14 |
Branch Locations
Rancho Mission Viejo, CA • United States
555 Veterans Blvd Suite 100, Redwood City, CA 94063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2019 | 11/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2015 | 11/2025 |
| The Bishoff Financial Group | Worthington | OH | 06/2000 | 02/2026 |
| Osaic Wealth, Inc. | Gahanna | OH | 11/2025 | 02/2026 |
| Lpl Financial Llc | Rancho Mission Viejo | CA | 04/2026 | Present |
| Stratos Wealth Partners, Ltd. | Rancho Mission Viejo | CA | 04/2026 | Present |
1) 2026-04-13 - Gooselinq LLC DBA Finlinq Solutions - Tax Prep/Accounting/CPA - Y - 5 - 0 - Rancho Mission Viejo CA - 2026-03-31 - Tax preparation and filing services. 2) 2026-04-13 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - Y - 160 - 130 - at reported business location(s) - 2026-03-31 - Already approved DBA name under Douglas Burns 3) 2026-04-22 - (Hybrid) Stratos Wealth Partners - Registered Investment Advisor Hybrid - Y - 160 - 130 - at reported business location(s) - 2026-03-31 - Already DBA name under Douglas Burns 4) 2026-04-13 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Pettinelli Financial Partners - DBA for LPL Business (entity for LPL business) - Y - 160 - 130 - at reported business location(s) - 2026-03-31 - Already DBA name under Jon Pettinelli 5) 2026-04-22 - (Hybrid) Pettinelli Financial Partners - Registered Investment Advisor DBA - Y - 160 - 130 - at reported business location(s) - 2026-03-31 - Already approved DBA name under Jon Pettinelli
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