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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-15 |
| TX | RA | APPROVED | 2019-01-24 |
Branch Locations
1540 Eureka Rd Suite 101, Roseville, CA 95661 • United States
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 |
|---|---|---|---|---|
| Tmfs Advisors, Llc | Overland Park | KS | 04/2015 | 11/2016 |
| Financial Engines Advisors L.L.C. | Roseville | CA | 11/2016 | 01/2019 |
| Stratos Wealth Advisors, Llc | Roseville | CA | 01/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-14 |
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