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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-06 |
| TX | RA | APPROVED | 2025-02-06 |
Branch Locations
12348 High Bluff Drive Ste 200, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stratos Wealth Partners, Ltd. | San Diego | CA | 02/2025 | Present |
| Stratos Private Wealth | San Diego | CA | 08/2024 | 02/2025 |
| California Polytechnic University San Luis Obispo | San Luis Obispo | CA | 09/2020 | 07/2024 |
| Stratos Private Wealth | San Diego | CA | 06/2023 | 09/2023 |
| Ciari Guitars, Inc. | San Diego | CA | 06/2022 | 08/2022 |
| Ciari Guitars, Inc. | San Diego | CA | 06/2021 | 10/2021 |
| Jersey Mikes Subs | Carlsbad | CA | 04/2018 | 03/2020 |
| La Costa Canyon High School | Carlsbad | CA | 01/2014 | 08/2020 |
1) Stratos Private Wealth; Investment-related; Address: 12348 High Bluff Drive STE 200 San Diego, California 92130; Nature: Investment Business; Start Date: 06/14/2023; Number of hours/devoted during trading hours: 40
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-19 |
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