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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-07-08 |
| TX | RA | APPROVED | 2025-06-25 |
Branch Locations
500 N. Hurstbourne Parkway Suite 150, Louisville, KY 40222 • United States
222 E. Market St., New Albany, IN 47150 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2018-03-06 |
| IN | RA | APPROVED | 2016-03-24 |
Branch Locations
222 E. Market St., New Albany, IN 47150 • United States
500 N Hurstbourne Pkwy Suite 150, Louisville, KY 40222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Louisville | KY | 01/2010 | Present |
| Horizon Wealth Management, Llc | Louisville | KY | 03/2016 | Present |
| Stratos Wealth Partners, Ltd. | Louisville | KY | 06/2025 | Present |
1. 8/26/2015 - Horizon Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/04/15 - 160 Hours Per Month/8 Hours During Securities Trading. 2. 1/30/2018 - Horizon Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 01/24/2017 - 1 Hour Per Month During Securities Trading - I provide financial planning and consulting services through Horizon Wealth Management, LLC, an independent investment advisor firm. I started this business activity in Jan 2018. I expect to spend approximately 1 hour 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 advisory firm is separate from and independent of LPL Financial. 3. 9/4/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 09/04/2020 - 1 Hour Per Month During Securities Trading. 4.09/17/2025 - Stratos Wealth Partners - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start date: 09/04/2025 - 0hrs/mnth 0hrs during trading. I provide investment advisory services through Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 9/2025. I expect to spend approximately 1 hour 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 | 1995-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-03 |
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