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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-20 |
| OH | RA | APPROVED | 2026-06-30 |
| WY | RA | APPROVED | 2026-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Cleveland | OH | 04/2018 | 08/2019 |
| Mml Investors Services | Cleveland | OH | 04/2019 | 08/2019 |
| Creighton University | Omaha | NE | 09/2014 | 05/2018 |
| Nlc Loans | Independence | OH | 05/2017 | 08/2017 |
| Burlington Capital | Omaha | NE | 01/2017 | 05/2017 |
| St. Basil The Great Church | Brecksville | OH | 08/2018 | 04/2021 |
| Lpl Financial Llc | Avon | OH | 08/2019 | 06/2021 |
| Stratos Wealth Partners | Avon | OH | 07/2019 | 06/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2021 | 03/2025 |
| The 4:8 Group | Avon | OH | 06/2021 | Present |
| Lpl Financial Llc | Avon | OH | 03/2025 | Present |
| Stratos Wealth Partners, Ltd. | Avon | OH | 06/2026 | Present |
1- 02/2025 / The 4:8 Group / DBA for LPL Business (entity for LPL business) / INV RLTD / AT LOCATION / 160 HRS MNTH / 40 HRS DURING TRADING / START 06/01/2021 2- 02/2025 / Stratos Wealth Partners / DBA for LPL Business (entity for LPL business) / INV RLTD / ST LOCATION / 160 HRS MNTH / 40 HRS DURING TRADING / START 02/14/2025 3- 02/2025 / David Meler Mass Mutual Agent / Non-Variable Insurance Trails Only / INV RLTD / 1 HRS MNTH / START 04/01/2018 4- 02/2025 - 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-30 |
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