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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-12 |
| TX | RA | APPROVED | 2025-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sewickley | PA | 03/2020 | 11/2021 |
| Huntington National Bank | Steubenville | OH | 10/2018 | 03/2020 |
| E-Safe Technologies | Pittsburgh | PA | 10/2016 | 08/2019 |
| Iheart Media | Wheeling | WV | 10/2015 | 10/2016 |
| Bank Of America, N.A. | Sewickley | PA | 08/2020 | 11/2021 |
| Lpl Financial, Llc | Pittsburgh | PA | 12/2021 | 05/2023 |
| Global Retirement Partners Llc | Pittsburgh | PA | 12/2021 | 05/2023 |
| The O.N. Equity Sales Company | Cincinnati | OH | 05/2023 | 01/2025 |
| Lpl Financial Llc | Sewickley | PA | 01/2025 | Present |
| Stratos Wealth Partners, Ltd. | Sewickley | PA | 02/2025 | Present |
1- 02/2025 / The Kelley Financial Group / DBA for LPL Business (entity for LPL business) / INV RLTD / AT LOC / 160 HRS MNTH / 40 HRS DURING TRADING / START 01/13/2025 2- 02/2025 / Stratos Wealth Partners, Ltd / DBA for LPL Business (entity for LPL business) / INV RLTD / AT LOC / 160 HRS MNTH / 40 HRS DURING TRADING / START 01/13/2025 3- 02/2025 / J&N Construction LLC / Business Entity For Tax/Investment Purposes Only / NON INV RLTD / 10 HRS MNTH / START 06/01/2020 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. 4) 02/19/2025 - Stratos Wealth Partners, Ltd. - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:01/13/2025 - 160 Hrs/Mth - 40 Hrs During Trading.I provide investment advisory services through Stratos Wealth Partners, Ltd., an independent investment advisor firm. I started this business activity in 1/2025. 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. 5) 03/20/2025 - The Kelley Financial Group - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:01/13/2025 - 160 Hrs/Mth - 40 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-15 |
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