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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-15 |
| VA | RA | APPROVED | 2021-03-15 |
Branch Locations
1701 Church Street, Suite D, Norfolk, VA 23504 • 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 |
|---|---|---|---|---|
| Prosperity Capital Advisors | Westlake | OH | 02/2020 | 03/2021 |
| Clp Financial Group, Inc. | Chesapeake | VA | 07/2012 | 03/2021 |
| Lpl Financial, Llc | Norfolk | VA | 03/2021 | Present |
| Stratos Wealth Partners | Norfolk | VA | 03/2021 | Present |
1) 03/2021 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - FIRST GENESIS OF VIRGINIA - INVESTMENT RELATED - NORFOLK, VA 23504 2) 03/2021 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - STRATOS WEALTH PARTNERS - INVESTMENT RELATED - NORFOLK, VA 23504 3) 03/2021 - NON-VARIABLE INSURANCE - JOSHUA ANDERSON - 5HRS/MO 0 HRS DURING TRADING - INVESTMENT RELATED - NORFOLK, VA 23504 4) 03/2021 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - HERITAGE FINANCIAL PARTNERS - INVESTMENT RELATED - NORFOLK, VA 23504 5) 03/2021 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 6) 09/22/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 11/14/2022 - 20 Hours Per Month/20 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-03-08 |
| S65 | Uniform Investment Adviser Law Examination | 2020-02-10 |
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