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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-08-17 |
| TX | RA | APPROVED_RES | 2020-07-16 |
Branch Locations
3750 Park East Drive Suite 200, Beachwood, OH 44122 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Beachwood | OH | 10/2012 | 05/2020 |
| Lpl Financial Llc | Beachwood | OH | 07/2020 | Present |
| Stratos Wealth Partners, Ltd | Beachwood | OH | 07/2020 | Present |
1. 7/15/2020 - Stratos Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/01/2020 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 7/15/2020 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 3. 8/20/2020 - Stratos Wealth Partners, LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 07/01/2020 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 07/2020. 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. 11/30/2022 - The Ohio State Life Insurance Company - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Advisor - Start Date - 11/15/2022 - 1 Hours Per Month/0 Hours During Securities Trading 5. 01/12/2023 - Samer Hilal Wealth LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 01/01/2023 - 50 Hours Per Month/8 Hours During Securities Trading. 6. 02/29/2024 - Berson-Sokol Agency, Inc - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/01/2024 - 5 Hours Per Month/ 2 Hours During Trading 7. 11/13/2024 - Cleveland Insurance Solutions Group LLC - Insurance Agency - Investment Related - At Reported Business Location(s) - Start Date 08/13/2024 - 4 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-11 |
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