Teresa Lynn Haire

Current Employers

Employment History

• 01/2016 → Present
  Lpl Financial, Llc
  Scottsdale, AZ
• 01/2016 → Present
  Stratos Wealth Partners
  Scottsdale, AZ

Previous Registrations

• 2011-02-09 → 2016-01-08
  Wells Fargo Clearing Services, Llc
  Peoria, AZ
  Surprise, AZ
  Surprise, AZ
  Surprise, AZ

Other Businesses

1. 01/07/2016 - Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - INV REL - AT REPORTED BUSINESS LOCATION - 100% TIME SPENT 2. 01/07/2016 - Summit Wealth Partners - DBA for LPL Business (entity for LPL business) - INV REL - START 01/07/2016 - 6929 E Greenway Parkway, Scottsdale, AZ 85254 - 160 HR/MO , 100% TIME SPENT 3. 01/07/2016 - Notary Public - Arizona - NOTARY - INV REL - START 8-23-1999 - AT REPORTED BUSINESS LOCATION - Notarize Client documents - 1% TIME SPENT 4. 02/01/2016 - Stratos Wealth Partners - DBA: (Hybrid) Summit Wealth Partners - Registered Investment Advisor DBA - INV REL - START 01/07/2016 - 6929 E Greenway Parkway Suite 180, Scottsdale, AZ 85254 - 160 HR/MO, 100% TIME SPENT 5. 02/01/2016 - Stratos Wealth Partners - DBA: (Hybrid) Stratos Wealth Partners - Registered Investment Advisor Hybrid - INV REL - AT REPORTED BUSINESS LOCATION(S) - Administrative role at RIA. - 100% TIME SPENT 6. 3/10/2016 - Rittel & Mahoney Wealth Management of - DBA: Rittel & Mahoney Wealth Management - DBA for LPL Business (entity for LPL business) - - INV REL - Started 01/07/2016 - 6929 W. Greenway Pkwy #180, Scottsdale, AZ 85254 & 16165 N 83rd Avenue #200, Peoria, AZ 85382 - 0 Hours Per Month. 7. 1/4/2017 - Evervest Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 01/15/2017 - 160 Hours Per Month/8 Hours During Securities Trading. 8. 2/8/2017 - Stratos Wealth Partners - DBA: (Hybrid) Evervest Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/15/2017 - 160 Hours Per Month/8 Hours During Securities Trading - I provide administrative support to Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in January 2016. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm 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. 9. 2/8/2017 - Stratos Wealth Partners - DBA: (Hybrid) Rittel & Mahoney Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/07/2016 - 0 Hours Per Month. 10. 06/15/2022 - El Camino Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 06/15/2022 - 10 Hours Per Month/ 10 Hours During Securities Trading. 11. 3/29/2023 - Barton Spector Wealth Strategies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/27/2023 - 20 Hours Per Month/20 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-05-14
• S63 Uniform Securities Agent State Law Examination
  2000-08-22

Other Names

• Teresa L Brooks
• Teresa L Haire
• Teresa Lynn Brooks
• Teresa Lynn Ferrer
• Teresa Lynn Giarrusso