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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-02-15 |
| TX | RA | APPROVED | 2023-02-15 |
Branch Locations
893 N. Countyline Street, Fostoria, OH 44830 • United States
40 E. Perry St, Tiffin, OH 44883 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-21 |
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