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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-21 |
Branch Locations
12348 High Bluff Drive Suite 200, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stratos Private Wealth | San Diego | CA | 06/2022 | 01/2026 |
| Stratos Wealth Partners, Ltd. | San Diego | CA | 01/2026 | Present |
| Lpl Financial, Llc | San Diego | CA | 02/2020 | 05/2022 |
| Gosite | San Diego | CA | 07/2019 | 12/2019 |
| Dominos | San Diego | CA | 08/2016 | 12/2018 |
| California State University | Los Angeles | CA | 08/2014 | 05/2019 |
01/2026 - Stratos Private Wealth (DBA for Stratos) - Investment Related - At reported location(s) - Investment Advisory and Financial Planning - Licensed Admin - Number of hours devoted/during business hours: 160/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-24 |
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