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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-06-05 |
| TN | RA | APPROVED | 2019-04-18 |
| TX | RA | APPROVED_RES | 2019-04-18 |
Branch Locations
1000 Corporate Centre Drive Suite 140, Franklin, TN 37067 • United States
4100 Market Street Sw Suite 100, Huntsville, AL 35808 • 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--Nashville, Llc | Franklin | TN | 11/2004 | 10/2016 |
| Tmfs Knoxville | Knoxville | TN | 05/2009 | 10/2016 |
| Financial Engines Advisor Center, Llc | Brentwood | TN | 10/2016 | 11/2016 |
| Financial Engines Advisors L.L.C. | Brentwood | TN | 11/2016 | 04/2019 |
| Stratos Wealth Advisors, Llc | Brentwood | TN | 04/2019 | 01/2020 |
| Stratos Wealth Advisors, Llc | Beachwood | OH | 01/2020 | Present |
Flagship Financial Advisors. Inv Related. Brentwood, TN. Investment advisory and financial planning. Wealth Advisor and Managing Partner. Start 01/2020. 160 hours per month; 130 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-16 |
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