Best Investors
Account
Sign in
Best Investors
Account
Sign in
3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-09-13 |
| TX | RA | APPROVED_RES | 2024-09-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Advisory Services, Llc | Glenside | PA | 04/2016 | 08/2024 |
| Kestra Investment Services, Llc | Glenside | PA | 10/2000 | 08/2024 |
| Lpl Financial Llc | Jenkintown | PA | 08/2024 | Present |
| Stratos Wealth Partners, Ltd | Jenkintown | PA | 09/2024 | Present |
1) 07/30/2024 - Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 07/2024 - 160 Hr/Mth 2) 07/30/2024 - Heritage Financial Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 07/2024 - 160 Hr/Mth 3) 07/30/2024 - Kevin Gibson - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 01/1998 - 10% of time 4) 08/29/2024 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 5) 07/30/2024 - KEVIN R. GIBSON FINANCIAL CONSULTANT, INC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Chalfont, PA - Start: 07/2004 6) 10/11/2024 - Heritage Financial Partners - Registered Investment Advisor DBA - Advisor - investment Related - At Reported Business location(s) - Start Date 7/2/24 - 160 Hours per Month/ 8 Hours During Trading 7) 10/11/2024 - Stratos Wealth Partners - Registered Investment Advisor Hybrid - Advisor - investment Related - At Reported Business location(s) - Start Date 7/2/24 - 160 Hours per Month/ 8 Hours During Trading - I provide investment advisory services through Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in 7/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-15 |
Reach out to this advisor