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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stratos Wealth Advisors, Llc | Cincinnati | OH | 03/2025 | 06/2025 |
| Alc | Nashville | TN | 11/2023 | 02/2025 |
| Honorarium | Rochester | NY | 08/2022 | 11/2023 |
| Hcl Tech | New York | NY | 06/2022 | 08/2022 |
| Tailored Management | Columbus | OH | 08/2021 | 01/2022 |
| Molo Finance | London | 12/2020 | 06/2021 | |
| Eco Partner Solutions | Mason | OH | 06/2020 | 09/2020 |
| Nieman Plumbing | Cincinnati | OH | 05/2016 | 12/2019 |
| Stratos Wealth Advisors, Llc | Cincinnati | OH | 06/2025 | Present |
| Ohio State University | Columbus | OH | 01/2020 | 06/2020 |
| Ohio State University | Columbus | OH | 01/2022 | 06/2022 |
1) 03/2025 - RCA (DBA operating under Stratos) - Investment Related - Address: 10300 Alliance Road Cincinnati, OH 45242 - Nature: Investment Advice - Position: Associate - Number of hours per month: 160 - Number of hours during trading hours: 160 - Description: Provide full-time investment advisory services under DBA RCA, including client management, financial planning, and portfolio strategy
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-11 |
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