Best Investors
Account
Sign in
3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-01-12 |
| PA | RA | APPROVED | 2026-01-12 |
| TX | RA | APPROVED | 2026-01-12 |
Branch Locations
4160 Washington Road Suite 1, Mcmurray, PA 15317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Canonsburg | PA | 04/2025 | Present |
| Advisors Capital Management | Ridgewood | NJ | 07/2022 | 03/2025 |
| Unemployed | Ridgewood | NJ | 06/2022 | 06/2022 |
| Bucknell University | Lewisburg | PA | 08/2018 | 05/2022 |
| Unemployed | Cranberry Township | PA | 01/2017 | 07/2018 |
| Babies R' Us | Cranberry Township | PA | 06/2016 | 12/2016 |
| Stratos Wealth Partners, Ltd. | Mcmurray | PA | 01/2026 | Present |
1.09/03/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Stratos Wealth Partners; Investment Related; at Reported Business Location(s); Start Date 08/15/2025; 160hrs/mth; 40hrs during trading 2.09/03/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name CoNext Wealth Partners; Investment Related; at Reported Business Location(s); Start Date 08/18/2025; 160hrs/mth; 40hrs during trading 3.09/10/2025; (Hybrid) Stratos Wealth Partners / Stratos Wealth Partners; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 08/15/2025; 160hrs/mth; 40hrs during trading; I provide administrative support to Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in 8/2025. 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. 4.09/10/2025; (Hybrid) CoNext Wealth Partners; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 08/18/2025; 160hrs/mth; 40hrs during trading;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-18 |
Reach out to this advisor