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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-07-08 |
Branch Locations
95 S State Street Suite 850, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Winward Financial Insurance And Investments | Wellsville | UT | 08/2025 | 03/2026 |
| Ep Wealth Advisors | Salt Lake City | UT | 05/2025 | 07/2025 |
| Uwc Wealth Management | Logan | UT | 01/2025 | 05/2025 |
| Unemployed | Logan | UT | 08/2023 | 12/2024 |
| The Home Depot | Logan | UT | 05/2023 | 08/2023 |
| Unemployed | Logan | UT | 08/2022 | 04/2023 |
| High School Student | San Antonio | TX | 08/2018 | 07/2022 |
| Middle School Student | San Antonio | TX | 01/2016 | 07/2018 |
| Lpl Financial Llc | Salt Lake City | UT | 02/2026 | Present |
| Stratos Wealth Partners, Ltd. | Salt Lake City | UT | 07/2026 | Present |
1.04/09/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Weave Wealth Partners; Investment Related; at Reported Business Location(s); Start Date 03/01/2026; 160hrs/mth; 130hrs during trading 2.04/09/2026; 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 03/01/2026; 160hrs/mth; 130hrs during trading 3.04/22/2026; (Hybrid) Stratos Wealth Partners; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 03/01/2026; 160hrs/mth; 130hrs during trading; I provide administrative support to Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 3/2026. 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. 4.04/22/2026; (Hybrid) Whittenburg Wealth Partners; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 03/01/2026; 160hrs/mth; 130hrs during trading;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-17 |
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