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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Custom-Pak | Clinton | IA | 04/2023 | 08/2025 |
| Custom-Pak | Clinton | IA | 02/2020 | 04/2023 |
| Westrock | Clinton | IA | 09/2019 | 02/2020 |
| Custom-Pak | Clinton | IA | 05/2017 | 09/2019 |
| Gnc | Clinton | IA | 02/2016 | 05/2017 |
| Ashford University | Clinton | IA | 08/2014 | 12/2016 |
| Lpl Financial Llc | Clinton | IA | 07/2025 | Present |
| Stratos Wealth Partners, Ltd. | Clinton | IA | 01/2026 | Present |
1. 08/18/2025- Stratos Wealth Partners- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- 160 Hrs Per Mnth- 4 Hrs During Trading- Start Date 08/18/2025 2. 08/18/2025- First Wealth Financial Group- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- 160 Hrs Per Mnth- 4 Hrs During Trading- Start Date 08/18/2025 3. 08/18/2025 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-24 |
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