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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-11-01 |
| TX | RA | APPROVED | 2018-11-01 |
Branch Locations
5080 Tuttle Crossing Blvd., Suite 250, Dublin, OH 43016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tmfs Advisors, Llc | Overland Park | KS | 09/2012 | 11/2016 |
| Financial Engines Advisors L.L.C. | Dublin | OH | 11/2016 | 11/2018 |
| Stratos Wealth Advisors | Hilliard | OH | 11/2018 | Present |
1) True North Wealth Partners (DBA) - Investment-Related - Address: 5080 Tuttle Crossing Blvd Suite 251 Dublin, OH 43016 - Position: 51% Owner - Start Date: 11/1/20218 - Number of hours devoted per month: 160 - Number of hours during trading hours devoted per month: 160 - Description: Provide investment management and comprehensive financial planning services to clients. 2) True North Insurance Partners - Investment-Related - Address: 5080 Tuttle Crossing Blvd Suite 251 Dublin, OH 43016 - Position: 51% Owner - Start Date: 1/5/2021 - Number of hours during trading hours devoted per month: 0 - Description: Providing life and long-term care policies to those who need them.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-21 |
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