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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-02-17 |
| TX | RA | APPROVED | 2023-02-17 |
Branch Locations
2040 Main Street, Suite 175, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Laguna Hills | CA | 12/2012 | 02/2023 |
| Bank Of America, N.A. | Laguna Hills | CA | 05/2013 | 02/2023 |
| Lpl Financial Llc | Irvine | CA | 02/2023 | Present |
| Stratos Wealth Partners, Ltd. | Irvine | CA | 02/2023 | Present |
1.02/17/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Stratos Wealth Partners /; Investment Related; at Reported Business Location(s); Start Date 01/05/2023; hrs/mth; hrs during trading 2.03/10/2023; Stratos Wealth Partners, LTD; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 01/05/2023; 160hrs/mth; hrs during trading; 3.05/22/2026; Gallinger Financial; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 05/20/2026; 40hrs/mth; 5hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-24 |
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