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Current Employers
Stratos Wealth Partners, Ltd

3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-05
LA RA APPROVED 2016-03-15
TX RA APPROVED_RES 2016-03-14
OH RA APPROVED 2012-08-15
  • CA RA
    APPROVED
    Since 2026-01-05
  • LA RA
    APPROVED
    Since 2016-03-15
  • TX RA
    APPROVED_RES
    Since 2016-03-14
  • OH RA
    APPROVED
    Since 2012-08-15

Branch Locations

2800 28Th St., Ste 306, Santa Monica, CA 90405 • United States

3750 Park East Drive #200, Beachwood, OH 44122 • United States

12348 High Bluff Drive, Suite 240, San Diego, CA 92130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Beachwood OH 05/2012 Present
Stratos Wealth Partners, Ltd. Beachwood OH 07/2012 Present
Other Businesses

1. 6/5/2012 - STRATOS WEALTH PARTNERS, LTD - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 6/5/2012 - STRATOS WEALTH PARTNERS, LTD - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Agent - Time Spent 70% - Sale and service of fixed insurance products including fixed annuities, term, universal, whole life, long term care, disability, health, and dental insurance. 3. 9/11/2012 - Stratos Wealth Partners, Ltd. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 06/2011 - Time Spent 50% - I provide investment advisory services through Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 06/2011. I expect to spend approximately 80 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. 11/19/2012: OLYMPUS WEALTH PARTNERS, INC. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 5. 03/25/2019 - Olympus Wealth Partners, Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/19/2012 - 160 hours per month/ during trading 6. 10/01/2019 - Olympus Wealth Partners - Insurance Agency - Investment Related - At Reported Business Location(s) - Start Date 12/01/2017 - 2 hours per month/ 1 hour during trading 7. 04/28/2023 - Olympia Wealth and Life Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 06/01/2023 - 40 Hours Per Month/40 Hours During Securities Trading 8. 06/10/2024 - Olympia Wealth & Life Management - Inv related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started: 4/25/2024 - 40 Hrs/Mo During Trading. 9. 02/26/2026 - NCS Credit - Teacher Paid by School or University - Not Investment Related - Beachwood, OH - Start Date 03/17/2026 - 2 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-13
  • S66 Uniform Combined State Law Examination
    2012-08-13
Other Names
  • Sherri Rask

View on SEC IAPD

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