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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-06-24 |
| TX | RA | APPROVED | 2025-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | New Albany | IN | 08/2014 | Present |
| Park Community Credit Union | Louisville | KY | 08/2014 | 03/2017 |
| Stratos Wealth Partners, Ltd. | New Albany | IN | 06/2025 | Present |
1. 3/23/2017 - Horizon Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/28/2017 - 160 Hours Per Month During Securities Trading. 2) 09/24/2025 - Stratos Wealth Partners - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:06/27/2025 - 160 Hrs/Mth - 40 Hrs During Trading.I provide investment advisory services through Stratos Wealth Partners, 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-06 |
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