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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2020-10-01 |
| TX | RA | APPROVED | 2020-10-01 |
Branch Locations
16 East Southridge Road Unit 1602, Marshalltown, IA 50158 • United States
1210 19Th Ave Nw, Clinton, IA 52732 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shazam | Des Moines | IA | 08/2017 | 12/2019 |
| Wells Fargo | West Des Moines | IA | 03/2016 | 07/2017 |
| Lpl Financial Llc | Clinton | IA | 02/2020 | Present |
| Stratos Wealth Partners, Ltd | Clinton | IA | 10/2020 | Present |
1)02/03/2020 - Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 01/2020 - 160 hr/mth 2)02/03/2020 - First Wealth Financial Group - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 01/2020 2) 2/2020 - 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 | 2020-09-25 |
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