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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-11-16 |
Branch Locations
2200 Georgetown Dr Ste 200, Sewickley, PA 15143 • United States
107 Breckenridge Pl Ste 3, Grove City, PA 16127 • United States
101 E Diamond St Ste 220, Butler, PA 16001 • United States
3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-01-05 |
| TX | RA | APPROVED | 2022-01-05 |
Branch Locations
107 Breckenridge Street Suite 3, Grove City, PA 16127 • United States
2200 Georgetown Drive Suite 200, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oriole Cleaners | Sewickley | PA | 04/2016 | 09/2016 |
| Unemployed | Pittsburgh | PA | 09/2016 | 04/2017 |
| Oriole Cleaners | Sewickley | PA | 04/2017 | 08/2017 |
| Community College Of Allegheny County | Pittsburgh | PA | 08/2017 | 05/2018 |
| Oriole Cleaners | Sewickley | PA | 05/2018 | 08/2018 |
| Community College Of Allegheny County | Pittsburgh | PA | 08/2018 | 12/2018 |
| Robert Morris University | Moon | PA | 01/2019 | 05/2019 |
| Oriole Cleaners | Sewickley | PA | 05/2019 | 08/2019 |
| Robert Morris University | Moon | PA | 08/2019 | 05/2020 |
| Courier Distribution Systems | Pittsburgh | PA | 06/2020 | 08/2020 |
| Robert Morris University | Moon | PA | 08/2020 | 04/2021 |
| Lpl Financial, Llc | Sewickley | PA | 04/2021 | Present |
| Stratos Wealth Partners, Ltd | Sewickley | PA | 01/2022 | Present |
1. 4/12/2021 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 2. 9/13/2021 - Stratos Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 5/3/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 3. 1/18/2022 - Stratos Wealth Partners, LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/05/2022 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 1/2022. 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. 10/12/2022 - Butson Financial Advisors, LLC - Investment Related - At Reported Business Location(s) - Start Date - 05/17/2021 - 160 Hours Per Month/160 Hours During Securities Trading 5. 04/30/2024 - NexTier Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/12/2024 - 40 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-31 |
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