Best Investors
Account
Sign in
3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-03-31 |
Branch Locations
3165 E. Millrock Drive Suite 100, Holladay, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Holladay | UT | 06/2025 | Present |
| Utah Valley University | Orem | UT | 08/2023 | 06/2025 |
| Church Of Jesus Christ Of Latter-Day Saints | Asuncion | 05/2021 | 08/2023 | |
| Alpine Peaks Window Washing | Highland | UT | 03/2019 | 05/2021 |
| Alpine School District | American Fork | UT | 01/2015 | 05/2020 |
| Stratos Wealth Partners, Ltd. | Holladay | UT | 03/2026 | Present |
1) 6/2025 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 2) 11/20/2025 - Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 3) 11/20/2025 - Outcome Private Wealth - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 4) 12/03/2025 - Outcome Private Wealth - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business Location(s) - Start Date 11/18/2025 - 160 hours per month/ 40 hours during trading 5) 12/03/2025 - Stratos Wealth Partners - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 11/18/2025 - 160 hours per month/ 40 hours during trading - I provide administrative support to Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in 11/2025. 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-20 |
Reach out to this advisor