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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-20 |
Branch Locations
3750 Park East Dr., Suite 200, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Beachwood | OH | 12/2021 | Present |
| Pnc Investments | Cleveland | OH | 09/2018 | 12/2021 |
| Bowling Green State University | Bowling Green | OH | 06/2015 | 09/2018 |
| Stratos Wealth Partners, Ltd. | Beachwood | OH | 06/2025 | Present |
1) 11/2023 - Stratos WeaIth Partners - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent 2) 03/2024 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-24 |
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