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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2016-03-17 |
| TX | RA | APPROVED_RES | 2016-03-03 |
| OH | RA | APPROVED | 2010-08-13 |
Branch Locations
291 E. Livingston Avenue, Columbus, OH 43215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Columbus | OH | 11/2009 | Present |
| Stratos Wealth Partners, Ltd | Columbus | OH | 08/2010 | Present |
1. 11/13/2009 - 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. 11/13/2009 - DBA STRATOS WEALTH PARTNERS, LTD. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 8/12/2010 - Stratos Wealth Partners, Ltd - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date: 11/2009 - Time Spent 100% - I provide investment advisory services through Stratos Wealth Partners LTD, an independent investment advisor firm. I started this business activity in 11/2009. 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. 4. 1/18/2011 - STRATOS WEALTH PARTNERS, LTD - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Agent - Time Spent 15% - Sale and servicing of fixed insurance products, including fixed annuities, term, universal, whole life, long term care, disability, and health and dental insurances. 5. 6/7/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 06/04/2018 - 5 Hours Per Month During Securities Trading - Sale and service of life insurance. 6. 12/18/2024 - Parkview Partners - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date : 01/01/2024 - 160 Hrs/Mth - 100 Hrs During Trading 7. 01/02/2025 - Parkview Partners Capital Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date : 01/01/2024 - 160 Hrs/Mth - 100 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-04-29 |
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