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
OH RA APPROVED 2023-02-15
TX RA APPROVED 2023-02-15
  • OH RA
    APPROVED
    Since 2023-02-15
  • TX RA
    APPROVED
    Since 2023-02-15

Branch Locations

893 N. Countyline Street, Fostoria, OH 44830 • United States

40 E. Perry St, Tiffin, OH 44883 • 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
Kalahari Resorts Sandusky OH 05/2015 05/2017
Sycamore Springs Golf Course Arlington OH 05/2017 08/2019
First Hospitality Group- Hancock Hotel Findlay OH 05/2018 01/2019
University Of Findlay Findlay OH 08/2018 08/2021
Alexandria's Findlay OH 08/2019 05/2021
Mohawk Golf And Country Club Tiffin OH 06/2020 09/2021
Financial Design Agency Of Ohio Fostoria OH 06/2021 Present
University Of Findlay Findlay OH 08/2015 05/2021
Lpl Financial Fostoria OH 06/2021 Present
Stratos Wealth Partners, Ltd. Fostoria OH 02/2023 Present
  • 05/2015 → 05/2017
    Kalahari Resorts
    Sandusky, OH
  • 05/2017 → 08/2019
    Sycamore Springs Golf Course
    Arlington, OH
  • 05/2018 → 01/2019
    First Hospitality Group- Hancock Hotel
    Findlay, OH
  • 08/2018 → 08/2021
    University Of Findlay
    Findlay, OH
  • 08/2019 → 05/2021
    Alexandria's
    Findlay, OH
  • 06/2020 → 09/2021
    Mohawk Golf And Country Club
    Tiffin, OH
  • 06/2021 → Present
    Financial Design Agency Of Ohio
    Fostoria, OH
  • 08/2015 → 05/2021
    University Of Findlay
    Findlay, OH
  • 06/2021 → Present
    Lpl Financial
    Fostoria, OH
  • 02/2023 → Present
    Fostoria, OH
Other Businesses

1. 6/8/2021 - 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. 10/12/2022 - Financial Design Agency of Ohio - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 06/01/2021 - 160 Hours Per Month/160 Hours During Securities Trading 3. 08/11/2023 - Financial Design Agency of Ohio - Non-Variable Insurance - Financial Consultant - Investment Related - At Reported Business Location(s) - Start Date 11/03/2021 - 160 Hours Per Month/ 160 Hours During Trading 4. 08/18/2023 - Stratos Wealth Partners, LTD - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 02/01/2023 - 160 Hours Per Month/ 160 Hours During Trading - I provide investment advisory services through Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 2/2023. 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. 5. 11/21/2025 - Financial Design Investments & Insurance - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/01/2021 - 160 hours per month/ during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-06
S63 Uniform Securities Agent State Law Examination 2022-07-21
  • S65 Uniform Investment Adviser Law Examination
    2023-02-06
  • S63 Uniform Securities Agent State Law Examination
    2022-07-21

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fostoria, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor