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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-13 |
| TX | RA | APPROVED | 2024-02-12 |
Branch Locations
555 Veterans Blvd., Suite 100, Redwood City, CA 94063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Redwood City | CA | 03/2021 | 06/2022 |
| J.P. Morgan Securities | Redwood City | CA | 03/2021 | 06/2022 |
| Wells Fargo Bank, N.A. | Sacramento | CA | 01/2017 | 02/2021 |
| Shahrzad Restaurant Persian Cuisine | Rancho Cordova | CA | 06/2013 | 01/2017 |
| Royal Alliance Associates, Inc. | Redwood City | CA | 06/2022 | 02/2024 |
| Lpl Financial Llc | Redwood City | CA | 02/2024 | Present |
| Stratos Wealth Partners, Ltd | Redwood City | CA | 02/2024 | Present |
1) 02/08/2024 - Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 02/08/2024 - Pettinelli Financial Partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 3) 02/12/2026 - 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-11 |
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