Best Investors
Account
Sign in
Best Investors
Account
Sign in
3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-03-23 |
| LA | RA | APPROVED | 2016-03-17 |
| MI | RA | APPROVED | 2013-09-16 |
Branch Locations
120 W Main Street Suite 201, Northville, MI 48167 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Northville | MI | 09/2013 | Present |
| Stratos Wealth Partners, Ltd | Northville | MI | 09/2013 | Present |
1. 9/11/2013 - No Business Name - Investment Related - GLEN ARBOR, MI - REAL ESTATE RENTAL - CO-OWNER OF RENTAL PROPERTY WITH HUSBAND AND PARENTS. 2. 9/11/2013 - STRATOS WEALTH PARTNERS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 3. 9/11/2013 - 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. 9/16/2013 - Stratos Wealth Partners, LTD - DBA: (HYBRID) Stratos Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 9/2013 - Time Spent 100% - I provide investment advisory services through Stratos Wealth Partners LTD, an independent investment advisor firm. I started this business activity in 9/2013. 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. 5. 10/8/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/01/2020 - 2 Hours Per Month During Securities Trading - Selling and servicing policies for fixed insurance products through an outside General Agent. 6. 12/04/2023 - KMS Financial, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 08/14/2023 - 2 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-07 |
Reach out to this advisor