Best Investors Account Sign in
Current Employers
Stratos Wealth Partners, Ltd

3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2016-03-24
TX RA APPROVED 2016-03-24
OH RA APPROVED 2012-02-01
  • LA RA
    APPROVED
    Since 2016-03-24
  • TX RA
    APPROVED
    Since 2016-03-24
  • OH RA
    APPROVED
    Since 2012-02-01

Branch Locations

3750 Park East Drive #200 Suite 100, Beachwood, OH 44122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Beachwood OH 01/2012 Present
Stratos Wealth Partners, Ltd Beachwood OH 01/2013 Present
Previous Registrations
  • 2010-03-11 → 2012-01-20
    Cleveland, OH
  • 2007-10-04 → 2010-03-05
    Amfin Investment Services, Inc.
    Cleveland, OH
    Cleveland, OH
Other Businesses

(1) 01/30/2012: Stratos Wealth Partners, Ltd. - Non-Variable Insurance - INV REL - At Reported Business Location(s) - agent (2) 01/30/2012: Stratos Wealth Partners, Ltd. - DBA for LPL Business (entity for LPL business)- INV REL - At Reported Business Location(s) (3) 01/30/2012 - 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) 1/28/2013 - STRATOS WEALTH PARTNERS, LTD - DBA: (HYBRID) STRATOS WEALTH PARTNERS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date: 1/2012 - Time Spent 50% - I provide investment advisory services through STRATOS WEALTH PARTNERS, LTD, an independent investment advisor firm. I started this business activity in 1/2012. I expect to spend approximately 80 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. (5) 07/25/2016: Stratos Wealth Advisors, LLC - Registered Investment Advisor - Stratos Wealth Advisors, LLC - INV REL - At Reported Business Location(s) - Start 06/01/2016 - operational / compliance role - 16 Hr/Mo; 16 Hours During Securities Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-10-10
S63 Uniform Securities Agent State Law Examination 2005-06-13
  • S65 Uniform Investment Adviser Law Examination
    2007-10-10
  • S63 Uniform Securities Agent State Law Examination
    2005-06-13
Other Names
  • Eric Beahn

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Beachwood, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor