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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-11-25 |
Branch Locations
1000 Corporate Centre Drive, Suite 140, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stratos Wealth Partners, Ltd. | Franklin | TN | 11/2025 | Present |
| Flagship Financial Advisors | Franklin | TN | 09/2025 | Present |
| Alliance Credit Union Texas | Lubbock | TX | 08/2024 | 08/2025 |
| Social Trade | Lubbock | TX | 09/2023 | 12/2023 |
| Halo Homes | Lubbock | TX | 06/2021 | 08/2022 |
| Trailblazer Epoxy | Lubbock | TX | 06/2020 | 06/2022 |
| Halo Commercial Construction | Lubbock | TX | 06/2020 | 08/2020 |
| Gone Virtual Studios | Lubbock | TX | 06/2018 | 08/2018 |
| Lubbock Christian University | Lubbock | TX | 08/2020 | 05/2025 |
| Frenship High School | Wolfforth | TX | 08/2016 | 05/2020 |
1. 09/2025 - Flagship Financial Advisors - Investment-Related - At Reported location(s) - Investment Advisory and Financial Planning - Wealth Advisor - 160 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-14 |
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