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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-04-02 |
| TX | RA | APPROVED | 2025-04-02 |
Branch Locations
777 Sw Mill View Way Suite 200, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Bend | OR | 06/2015 | Present |
| Strategic Wealth Advisors Group | Bend | OR | 06/2015 | 11/2020 |
| Financial Advocates Investment Management | Bend | OR | 11/2020 | 04/2025 |
| Stratos Wealth Partners, Ltd. | Bend | OR | 04/2025 | Present |
1. 10/22/2015: Lenz Financial - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/07/2015 - 20 Hours Per Month/0 Hours During Securities trading - Producer. 2. 11/13/2020 - Mackeson Advisory LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/15/2017 - 200 Hours Per Month/120 Hours During Securities Trading. 3. 12/13/2024 - Mackeson Advisory - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 06/01/2024 - 1 hour per month/ 0 hours during trading 4. 12/16/2024 - Mack Holdings LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 08/01/2022 - 3 hours per month/ 0 hours during trading 5. 04/03/2025 - STRATOS WEALTH PARTNERS, LTD - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date: 03/31/2025 - 120 hours per month/ 100 hours during trading. I provide investment advisory services through Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in 03/2025. I expect to spend approximately 120 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. 6. 09/09/2025 - STRATOS WEALTH PARTNERS, LTD - Other - RIA Transition Assistance - Not Inv Rel - At Reported Business Location(s) - Start Date: 04/01/2025 - 160 hours per month/ 100 hours during trading 7. 10/06/2025 - LOG COURT PARTNERS QOZB LLC - Real Estate Rental - INv Rel - At Reported Business Location(s) - Start Date: 01/01/2025 - 1 hours per month/ 0 hours during trading 8. 06/2026 - Mack Fitness - Not Investment-related - Bend, OR - Single Member, LLC - Owner - Number of hours devoted per month: 3hr - Description: Small group fitness classes and facility rental
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-25 |
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