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Stratos Wealth Partners, Ltd CRD 153184
$18.6B regulatory AUM 376 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-02-01 |
| TX | RA | APPROVED | 2021-01-28 |
Branch Locations
17505 N 79Th Ave Suite 112A, Glendale, AZ 85308 • United States
6909 E Greenway Parkway Suite 195, Scottsdale, AZ 85254 • United States
100 E Sheldon St, Ste 105, Prescott, AZ 86301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Scottsdale | AZ | 10/2020 | Present |
| Gannet Co. Inc | Phoenix | AZ | 07/2019 | 10/2020 |
| Costco Wholesale | Tucson | AZ | 11/2018 | 01/2019 |
| Unemployed | Tucson | AZ | 01/2019 | 07/2019 |
| G.L.I Fortified Advantedge | Tucson | AZ | 07/2018 | 11/2018 |
| Jimmys Pita And Poke | Tucson | AZ | 09/2017 | 07/2018 |
| Amado Management Llc | Amado | AZ | 06/2017 | 09/2017 |
| Jimmys Pita And Poke | Tucson | AZ | 09/2016 | 05/2017 |
| Surgery Recovery 5 Weeks | Tucson | AZ | 05/2017 | 06/2017 |
| Unemployed | Tucson | AZ | 06/2016 | 09/2016 |
| Stratos Wealth Partners, Ltd | Scottsdale | AZ | 01/2021 | Present |
1)10/16/2020- EverVest Financial- DBA for LPL Business (entity for LPL business)- Inv. Related- Scottsdale, AZ- 160hrs/mth 2)10/16/2020- Stratos Wealth Partners- DBA for LPL Business (entity for LPL business)- Inv. Related- Scottsdale, AZ- 160hrs/mth 3) 10/2020 - 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) 2/4/2021 - Stratos Wealth Partners, LTD - DBA: (Hybrid) EverVest Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 10/12/2020 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 5) 2/4/2021 - Stratos Wealth Partners, LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 10/12/2020 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 10/2020. 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. 6) 3/29/2023 - Barton Spector Wealth Strategies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/27/2023 - 20 Hours Per Month/20 Hours During Securities Trading 7) 08/07/2024 - Bungii - Other - delivery service - Driver - Not Investment Related - Various Locations - Start Date 04/15/2024 - 5 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-25 |
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