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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-03-23 |
| LA | RA | APPROVED | 2016-03-17 |
| OH | RA | APPROVED | 2010-11-15 |
Branch Locations
3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Beachwood | OH | 11/2010 | Present |
| Stratos Wealth Partners, Ltd | Beachwood | OH | 11/2010 | Present |
1. 10/22/2010 - Stratos Wealth Partners, Ltd. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 10/22/2010 - No Business Name - Not Investment Related - OTHER-ATTORNEY - Time Spent 0% - ADMITTED TO PRACTICE LAW IN STATE OF OHIO. CURRENT STATUS WITH OHIO BAR IS "INACTIVE". 3. 11/8/2010 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 4. 1/6/2011 - APOLLO PARTNERS, INC. - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Time Spent 5% - COMPANY TO RUN PAYROLL THROUGH FOR COMMISSIONS PAID FROM LPL. 5. 2/8/2011 - Stratos Wealth Partners, Ltd - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 11/2010 - Time Spent 50% - I provide investment advisory services through Stratos Wealth Partners LTD, an independent investment advisor firm. I started this business activity in 11/2010. 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. 5. 8/23/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 08/09/2019 - 1 Hour Per Month During Securities Trading - Selling indexed life insurance and term insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-11 |
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