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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 | 2025-08-20 |
| IN | RA | APPROVED | 2025-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | New Albany | IN | 11/2008 | Present |
| Stratos Wealth Partners, Ltd. | New Albany | IN | 08/2025 | Present |
1. 11/5/2008 - MONROE SHINE & CO. INC. - Investment Related - At Reported Business Location(s) - CPA AFFILIATE PROGRAM - CPA - ACTIVITY BEGAN 5/24/99. 2. 8/10/2009 - HORIZON WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 3/23/2020 - V. G. Monroe Legacy - Investment Related - 222 East Market Street, New Albany IN 47150 - Real Estate Rental - Started 08/11/2008 - 0 Hours Per Month - One office building used for our business. 4. 11/17/2021 - PB Squared LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 06/03/2021 - 1 Hour Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-20 |
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