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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2017-12-01 |
| MS | RA | APPROVED | 2017-12-01 |
| TX | RA | APPROVED | 2017-12-01 |
Branch Locations
1302 Magnolia St., Unit A2, Gulfport, MS 39507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hancock Investment Services, Inc. | Biloxi | MS | 07/2010 | 11/2017 |
| Lpl Financial Llc | Gulfport | MS | 11/2017 | Present |
| Stratos Wealth Partners, Ltd. | Gulfport | MS | 12/2017 | Present |
1) 12/1/17- Stratos Wealth Partners- DBA for LPL Business (entity for LPL business)- Inv. Related- Gulfport, MS - 100% 2) 12/1/17- Van Kirk Wealth Advisors- DBA for LPL Business (entity for LPL business)- Inv. Related- Gulfport, MS - 100%. 3) 12/1/2017 - 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) 12/5/2017 - Stratos Wealth Partners, Ltd. - DBA: Van Kirk Wealth Advisors - Investment Related - At Reported Business Location(s) - Started 11/27/2017 - 80 Hours Per Month/20 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 Dec 2017. I expect to spend approximately 80 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) 12/5/2017 - Stratos Wealth Partners, Ltd. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 11/27/2017 - 80 Hours Per Month/100 Hours During Securities Trading - Time Spent 20% - I provide investment advisory services through Stratos Wealth Partners, Ltd., an independent investment advisor firm. I started this business activity in Dec 2017. I expect to spend approximately 80 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. 6) 08/24/2022 - Harbor Wealth Advisors - Investment-Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 09/01/2022 - 10 Hours Per Month/1 Hours During Securities Trading. 7) 09/22/2022 - VKWA Properties - Investment Related - Gulfport MS 39507 - Real Estate Rental - Start Date - 09/01/2022 - 1 Hours Per Month/1 Hours During Securities Trading 8) 08/23/2023 - AVL Wealtcare - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 08/17/2023 - 15 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-10 |
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