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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-12-14 |
Branch Locations
29525 Chagrin Blvd., Suite 305, Pepper Pike, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Cleveland | OH | 02/2016 | 09/2016 |
| Lincoln Investment | Fort Washington | PA | 09/2016 | 12/2023 |
| Beacon Financial Partners | Cleveland | OH | 09/2016 | 12/2023 |
| Stratos Wealth Advisors, Llc | Pepper Pike | OH | 12/2023 | Present |
REGISTERED INVESTMENT ADVISOR DBA - Pistone Wealth Advisors POSITION: Practice Manager NATURE: Financial Planning, Investment Planning, Servicing clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 130 START DATE: 09/26/2016 ADDRESS: 29525 Chagrin Blvd, Suite 305, Pepper Pike, OH 44122, United States DESCRIPTION: Administrative - client services for Karyn Pistone TAVERN SIX POSITION: Server NATURE: Restaurant INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2015 ADDRESS: 7592 Euclid-Chardon Rd, Kirkland OH 44094, United States DESCRIPTION: Serve customers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-27 |
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