Best Investors
Account
Sign in
3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-02-15 |
| TX | RA | APPROVED_RES | 2017-02-15 |
Branch Locations
893 N. Countyline Street, Fostoria, OH 44830 • United States
40 E. Perry Street, Tiffin, OH 44883 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2011-03-11 |
Branch Locations
1995 Tiffin Ave, Ste 201, Findlay, OH 45840 • United States
40 E Perry St, Tiffin, OH 44883 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fostoria | OH | 03/2011 | Present |
| Stratos Wealth Partners, Ltd | Fostoria | OH | 02/2017 | Present |
1. 6/13/2011: NON-VARIABLE INSURANCE - FINANCIAL AGENCY OF OHIO - PROPERTY AND CASUALTY INSURANCE SALES REPRESENTATIVE. - TIME SPENT 10% - FOSTORIA, OH. 2. 11/12/2014: DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - FINANCIAL DESIGN AGENCY OF OHIO, INC. - 40 HOURS PER MONTH DURING TRADING - FOSTORIA, OH. 3. 8/11/2015: KEBOLT, LLC - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - REAL ESTATE RENTAL - STARTED 05/01/2015 - 15 HOURS PER MONTH/3 HOURS DURING SECURITIES TRADING. 4. 7/20/2016 * REINX3, LLC * Real Estate Rental * INV REL * Tiffin, OH * START 01/01/2016 * 20 HRS/MO; 2 DURING SECS TRDG HRS. 5. 2/17/2017 - Stratos Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 02/14/2017 - 100 Hours Per Month During Securities Trading - I provide investment advisory services through Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in 2/2017. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firms 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. 3/23/2017 - Stratos Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/17/2017 - 20 Hours Per Month During Securities Trading - 7. 3/29/2017 - Financial Design Agency of Ohio, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 02/17/2017 - 80 Hours Per Month During Securities Trading. 8. 07/03/2017-ReinX3, LLC-investment related- Tiffin, OH-Real Estate Rental-Commercial/Residential rental units-start 12/12/15- Hours per month 25/hours during trading 5 9. 07/03/2017-KeBolt LLC-investment related- Tiffin, OH -Real Estate Rental-Own commercial/residential buildings-start 06/01/2015- Hours per month 25/hours during trading. 10. 2/26/208 - WRKS - Not Investment Related - Fostoria, OH - Real Estate Rental - Started 09/20/2017 - 5 Hours Per Month/2 Hours During Securities Trading - Commercial rental property. 11. 6/15/2020 - TuckRein LLC - Investment Related - Findlay, OH - Real Estate Rental - Started 07/01/2019 - 3 Hours Per Month/0 Hours During Securities Trading - LLC owns house 12. 08/02/2023 - JustWest Co - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date 03/09/2022 - 2 Hours Per Month/ 0 Hours During Trading 13. 01/30/2024 - The Barn At Seneca Hills - Other - Event Center with Bar - Owner - Not Investment Related - 4044 W Township Road 98 Tiffin, Oh 44883 - Start Date 12/01/2023 - 10 Hours Per Month/ 2 Hours During Trading 14. 12/23/2025 - Financial Design Investments & Insurance - INV REL - At Reported Business Location(s) - Start Date 01/01/2026 - 40 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-11-25 |
Reach out to this advisor