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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-08-14 |
| TX | RA | APPROVED_RES | 2025-08-14 |
Branch Locations
222 East Market Street, New Albany, IN 47150 • United States
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- CPA AFFILIATE PROGRAM - MONROE SHINE & CO., INC. - CPA - 99% OF TIME - NEW ALBANY, IN. 2. 8/10/2009 - DBA ONLY - HORIZON WEALTH MANAGEMENT - NEW ALBANY, IN. 3. 3/23/2020 - V. G. Monroe Legacy - Investment Related - Real Estate Rental - Time Spent 0% - One office building we use for our business. 4. 3/24/2020 - V. G. Monroe Legacy - Real Estate Rental - Started 08/11/2008 - Time Spent 0% - One office building used for our business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-07 |
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