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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-19 |
| UT | RA | APPROVED | 2025-06-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Academy Mortgage | Draper | UT | 06/2016 | 12/2017 |
| State Farm | Orem | UT | 12/2017 | 02/2019 |
| Financial Network Insurance Services | Draper | UT | 02/2019 | 01/2024 |
| Cetera Advisor Networks | El Segundo | CA | 02/2019 | 08/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2021 | 06/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 06/2025 |
| Lpl Financial Llc | Holladay | UT | 06/2025 | Present |
| Stratos Wealth Partners, Ltd. | Holladay | UT | 06/2025 | Present |
1) 06/17/2025/ Artistry in Motion LLC / Business Owner / Not Investment Related / Herriman, UT / Start Date: 04/01/2025 / 0 Hrs/Mth - 0 Hrs During Trading. 2) 06/17/2025 / Outcome Wealth / DBA for LPL Business (entity for LPL business) / Investment Related / Start Date:06/16/2025/ At reported business location(s) /160 hrs mth / 40 hrs during trading 3) 06/25/2025 - Outcome Wealth - Investment Related - Registered Investment Advisor DBA - At reported business location(s) - Start Date:06/16/2025 - 160 Hrs/Mth - 40 Hrs During Trading. 4) 06/25/2025 - Stratos Wealth Partners, LTD - Investment Related- Registered Investment Advisor Hybrid - At reported business location(s) - Start Date:06/16/2025 - 160 Hrs/Mth - 40 Hrs During Trading.I provide investment advisory services through Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 6/2025. 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) 06/25/2025 - Outcome Private Wealth - Investment Related- Registered Investment Advisor DBA - At reported business location(s) - Start Date:06/16/2025 - 160 Hrs/Mth - 40 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-29 |
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