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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2017-02-16 |
| OH | RA | APPROVED | 2017-02-15 |
| TX | RA | APPROVED_RES | 2017-02-15 |
Branch Locations
893 N. Countyline Street, Fostoria, OH 44830 • United States
40 E. Perry Street, Tiffin, OH 44883 • United States
1995 Tiffin Ave, Suite 201, Findlay, OH 45840 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 1999-10-18 |
Branch Locations
893 N Countyline St, Fostoria, OH 44830 • United States
1995 Tiffin Ave, Ste 201, Findlay, OH 45840 • United States
40 E Perry St, Tiffin, OH 44883 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Design Agency Of Ohio | Fostoria | OH | 01/1990 | Present |
| Smith Financial | Fostoria | OH | 01/1990 | Present |
| Lpl Financial, Llc | Fostoria | OH | 10/1998 | Present |
| Stratos Wealth Partners, Ltd | Fostoria | OH | 02/2017 | Present |
1. 10/18/1999 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 2. 2/18/2004 - FINANCIAL DESIGN - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - FINANCIAL DESIGN - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION 3. 11/12/2014 - BMS FINANCIAL DESIGN AGENCY OF OHIO - INSURANCE AGENCY - STARTED 01/01/1989 - 220 Perry Street Suite 200 Fostoria Ohio 44830 - OWNER - 20 HR/MO, 10 DURING SECS TRDG HRS 4. 11/12/2014 - Financial Design Agency of Ohio, Inc. - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - FINANCIAL DESIGN AGENCY OF OHIO, INC. - INV REL - STARTED 09/19/1989 - 220 Perry Street Suite 200 Fostoria Ohio 44830 - 40 HR/MO, 40 DURING SECS TRDG HRS 5. 2/28/2017 - Stratos Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 02/14/2017 - 120 Hours Per Month During Securities Trading - I provide investment advisory services through Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in 2/2017. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firms 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. 6. 2/28/2017 - Stratos Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/14/2017 - 120 Hours Per Month During Securities Trading. 7. 04/05/2017-Financial Design Agency of Ohio Inc-investment related-At reported business location(s)-Registered Investment Advisor DBA-start 04/01/2017- Hours per month 20/ Hours during trading 20 8. 07/24/2019 - BMS Financial Design Agency of Ohio - Inv related - At reported business location(s) - Non-Variable Insurance - start date:06/11/2019 - 60 hrs/mo - 60 hrs during trading. 9. 12/08/2025-Financial Design Investments & Insurance-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 09/19/1989-150hrs/mth-150hrs/mth during trading
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