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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-24 |
Branch Locations
12348 High Bluff Drive Suite 200, San Diego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stratos Private Wealth | San Diego | CA | 05/2025 | 11/2025 |
| Stratos Wealth Partners, Ltd. | San Diego | CA | 11/2025 | Present |
| Qualcomm | San Diego | CA | 07/2023 | 05/2025 |
| Washington University | St. Louis | MO | 08/2019 | 05/2023 |
| Qualcomm | San Diego | CA | 06/2022 | 08/2022 |
| Mrp Capital Group | St. Louis | MO | 01/2022 | 05/2022 |
| Airspace | San Diego | CA | 05/2021 | 08/2021 |
| Evonexus | San Diego | CA | 04/2020 | 10/2020 |
| Ronin Surgical Corp. | San Diego | CA | 07/2020 | 08/2020 |
| Boys And Girls Clubs Of America | San Diego | CA | 11/2018 | 06/2019 |
| Edico Genome | San Diego | CA | 06/2017 | 08/2017 |
| Torrey Pines High School | San Diego | CA | 08/2015 | 06/2019 |
1. 05/2025 -Stratos Private Wealth - Investment Related - At reported location(s) - Investment Advisory and Financial Planning - Associate Advisor - Start Date: 05/2025 - 160/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-29 |
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