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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-01-23 |
| AZ | RA | APPROVED | 2019-11-14 |
| TX | RA | APPROVED | 2019-11-14 |
Branch Locations
3623 Crossings Drive, Suite 112, Prescott, AZ 86305 • United States
Paulden, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcclurg Capital Corporation | San Rafael | CA | 08/2013 | 11/2019 |
| Lpl Financial Llc | Prescott | AZ | 11/2019 | Present |
| Stratos Wealth Partners, Ltd | Prescott | AZ | 11/2019 | Present |
1. 11/14/2019 - STRATOS WEALTH PARTNERS - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 11/2019 2. 11/14/2019 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 3. 11/27/2019 - Stratos Wealth Partners, LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 11/12/2019 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 11/2019. 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. 8/12/2021 - Nemetz Advisory Services LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 7/2/2021 - 200 Hours Per Month/120 Hours During Securities Trading - Commissions from LPL and advisory fees from Stratos Wealth Partners.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-24 |
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