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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-04-23 |
| TX | RA | APPROVED | 2024-04-22 |
Branch Locations
291 North Cleveland Massillon Rd Suite 100, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Westlake | OH | 01/2015 | 03/2017 |
| Metlife Premier Client Group | Cleveland | OH | 07/2016 | 03/2017 |
| Mass Mutual | Cleveland | OH | 03/2017 | 05/2018 |
| Peak Wealth Solutions | Pepper Pike | OH | 05/2018 | 04/2024 |
| American Portfolio Financial Services, Inc. | Pepper Pike | OH | 05/2018 | 04/2024 |
| Lpl Financial Llc | Akron | OH | 04/2024 | Present |
| Stratos Wealth Partners, Ltd | Akron | OH | 04/2024 | Present |
1. 04/22/2024- STRATOS WEALTH PARTNERS- DBA for LPL Business (entity for LPL business)- At Reported Business Location (s)- inv Rel - Start Date 4/12/24 - 160 hours per month/ 8 hours during trading 2. 04/22/2024- Non-Variable- Insurance- Inv Rel- At Reported Business Location(s) - 2 hrs per mnth- start date 4/12/2024 3. 05/02/2024 - Stratos Wealth Partners - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Advisor - Started: 4/12/2024 - 160 Hrs/Mo; 8 Hrs During Trading - I provide investment advisory services through Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in 4/2024. 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. 4. 05/02/2024 - STRATOS WEALTH PARTNERS - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Started: 4/12/2024 - 160 Hrs/Mo; 8 Hrs During trading. 5. 06/03/2026 - Capital to Legacy Advisors - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 05/05/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-02 |
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