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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-11-03 |
| TX | RA | APPROVED | 2023-11-03 |
Branch Locations
3750 Park East Drive, Suite 200, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual | Cleveland | OH | 05/2020 | 12/2020 |
| Unemployed | Highland Heights | OH | 12/2020 | 06/2021 |
| Mayfield High School | Mayfield | OH | 08/2013 | 05/2017 |
| Youngstown State University | Youngstown | OH | 08/2017 | 05/2018 |
| Johnson County Community College | Overland Park | KS | 08/2018 | 05/2019 |
| Slippery Rock University | Slippery Rock | PA | 08/2019 | 05/2021 |
| Lpl Financial | Independence | OH | 06/2021 | 08/2022 |
| Key Investment Services Llc | Brooklyn | OH | 09/2022 | 10/2023 |
| Lpl Financial Llc | Beachwood | OH | 11/2023 | Present |
| Stratos Wealth Partners, Ltd | Beachwood | OH | 11/2023 | Present |
1) 10/2023 - Wealth Advocate Group / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 2) 11/10/2023 - Stratos Wealth Partners - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business Location(s) - Start Date 10/01/2023 - 160 Hours Per Month/ 8 Hours During Trading 3) 11/10/2023 - Stratos Wealth Partners - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 11/01/2023 - 160 Hours Per Month/ 40 Hours During Trading - I provide administrative support to Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in 11/2023. 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. 4) 11/2023 - 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 | 2022-07-28 |
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