Best Investors
Account
Sign in
Best Investors
Account
Sign in
3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-05-18 |
Branch Locations
1605 Carmody Court, Suite 301, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eracer's Go-Kart Park | Butler | PA | 06/2016 | 08/2017 |
| Rite Aid | Butler | PA | 11/2016 | 03/2018 |
| Butler Country Club | Butler | PA | 05/2018 | 08/2019 |
| The Kelley Financial Group | Sewickley | PA | 05/2020 | 01/2021 |
| Clarion University Small Business Development Center | Clarion | PA | 01/2020 | 09/2020 |
| Butler Highschool | Butler | PA | 01/2011 | 06/2018 |
| Lpl Financial, Llc | Sewickley | PA | 04/2020 | 08/2020 |
| Unemployed | Butler | PA | 09/2019 | 12/2019 |
| Lpl Financial, Llc | Sewickley | PA | 01/2021 | Present |
| Stratos Wealth Partners, Ltd | Sewickley | PA | 01/2021 | 05/2021 |
| Stratos Wealth Partners, Ltd | Sewickley | PA | 05/2021 | Present |
1. 01/14/2021 - STRATOS WEALTH PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ SEWICKLEY, PA 2. 01/14/2021 - THE KELLEY FINANCIAL GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ SEWICKLEY, PA 3. 1/21/2021 - Stratos Wealth Partners, LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Start Date: 01/12/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 01/2021. 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. 1/21/2021 - Stratos Wealth Partners, LTD - DBA: (Hybrid) The Kelley Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Licensed Admin. - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 5. 01/2021 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-11 |
Reach out to this advisor