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 | 2021-05-13 |
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 |
|---|---|---|---|---|
| Butler High School | Butler | PA | 08/2014 | 06/2018 |
| Clarion University | Clarion | PA | 08/2018 | 12/2020 |
| Lpl Financial, Llc | Sewickley | PA | 06/2026 | Present |
| Stratos Wealth Partners, Ltd | Sewickley | PA | 01/2021 | Present |
| Stratos Wealth Partners, Ltd | Sewickley | PA | 05/2021 | Present |
1. 05/2026 - The Kelley Financial Group - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/2/2026 2. 05/2026 - The Kelley Financial Group Accounting and Consulting - Tax Prep/Accounting/CPA - Inv Related – 120 Hour(s)/Month – 0 Hour(s) During Trading – Butler PA 16001 – OBA Start Date: 03/01/2022 3. 05/2026 - Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/2/2026 4. 06/17/2026 - The Kelley Financial Group - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 01/21/2021 - 160 hours per month/ 130 hours during trading 5. 06/17/2026 - Stratos Wealth Partners - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 01/21/2021 - 160 hours per month/ 130 hours during trading - I provide investment advisory services through Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in 6/20026. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-11 |
Reach out to this advisor