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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Beachwood | OH | 05/2012 | Present |
| Stratos Wealth Partners, Ltd. | Beachwood | OH | 07/2012 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-13 |
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