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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 | 2010-10-01 |
Branch Locations
9999 Brewster Lane Suite 101, Powell, OH 43065 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Powell | OH | 09/2010 | Present |
| Stratos Wealth Partners, Ltd | Powell | OH | 09/2010 | Present |
1. 09/20/2010 - DBA ONLY, STRATOS WEALTH PARTNERS, LTD. 2. 09/20/2010 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 3. 01/18/2011 - NON-VARIABLE INSURANCE, STRATOS WEALTH PARTNERS, LTD, 20% OF TIME SPENT. 4. 1/18/2011 - Stratos Wealth Partners, Ltd - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Start Date: 9/2010 - Time Spent 40% - I provide investment advisory services through Stratos Wealth Partners LTD, an independent investment advisor firm. I started this business activity in 9/2010. 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. 08/08/2024 - Vanbridge - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 10/09/2019 - 2 Hours per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-29 |
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