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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-10 |
| OH | RA | APPROVED | 2019-12-10 |
Branch Locations
5080 Tuttle Crossing Blvd., Suite 250, Dublin, OH 43017 • United States
124 North Walnut Street Suite 19, Wooster, OH 44691 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kennedy, Purdy, Hoeffel, And Gernert Llc | Bucyrus | OH | 08/2011 | Present |
| Crawford County Common Pleas Court | Cucyrus | OH | 02/2015 | Present |
| Stratos Wealth Advisors, Llc | Dublin | OH | 12/2019 | Present |
1) Kennedy, Purdy, Hoeffel, & Gernert LLC - Not Investment Related - Address: PO Box 191 Bucyrus, OH 44820 - Position: 14.08% Owner - Start Date: 08/11/2022 - Number of hours devoted per month: 20 - Number of hours devoted during trading hours per month: 15 - Description: Provides legal services 2) Crawford County Common Pleas Court - Not Investment Related - Address: 112 E. Mansfield Street Suite 200 Bucyrus, OH 44820 - Start Date: 02/01/2015 - Number of hours devoted per month: 30 - Number of hours devoted during trading hours per month: 30 - Description: Court of Law 3) True North Wealth Partners (DBA for Stratos business) - Investment related - At reported location(s) - Financial Advisor - Start Date: 01/2020 - Number of hours devoted/during trading hours: 160 - Description: Provide investment management and comprehensive financial planning services to clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-10 |
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