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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2016-05-09 |
| PA | RA | APPROVED | 2016-05-09 |
| TX | RA | APPROVED_RES | 2016-05-09 |
Branch Locations
1575 Mcfarland Road Suite 215, Pittsburgh, PA 15216 • United States
100 Bradford Rd., Wexford, PA 15090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Sewickley | PA | 05/2016 | Present |
| Stratos Wealth Partners, Ltd | Sewickley | PA | 05/2016 | Present |
1. 5/6/2016 - Stratos Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 4/1/2016 - Time Spent 100%. 2. 5/6/2016 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 3. 5/18/2016 - Stratos Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 4/1/2016 - Time Spent 100% - I provide investment advisory services through Stratos Wealth Partners LTD, an independent investment advisor firm. I started this business activity in 4/1/2016. 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. 4/12/2017 - Clare Frederick & Associates - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 04/01/2017 - 2 Hours Per Month/1 Hour During Securities Trading - Fee for advisory services and brokerage commissions. 5. 09/12/2019 - Frederick Wells Advisors - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:09/09/2019 - 40 hrs/mo - 40 hrs during trading. 6. 09/25/2019 - Stratos Wealth Partners, LTD - DBA: (Hybrid) Frederick Wells Advisors - Investment related - At reported business location(s) - Registered Investment Advisor DBA - start date:09/16/2019 - 40 hrs/mo - 40 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-27 |
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