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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 |
| OH | RA | APPROVED | 2015-10-29 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Financial, Inc. | Centerville | OH | 01/2006 | Present |
| Lpl Financial, Llc | Centerville | OH | 10/2015 | Present |
| Stratos Wealth Partners, Ltd | Centerville | OH | 10/2015 | Present |
(1) 10/29/2015 - Columbia Financial, Inc -INV REL - 60 S Main Street Centerville, OH 45458 - DBA for LPL Business (entity for LPL business)/ 100%/ CENTERVILLE, OH (2) 10/29/2015 * Columbia Financial, Inc * Other - Non-Variable Insurance Trails only * INV REL * 60 S Main Street Centerville, OH 45458 * Trails only (3) 10/29/2015 - JKS Capital LLC - INV REL - 51-69 S Main Street Centerville, OH 45458 - Real Estate Rental - START 07/01/2015 - 10% TIME SPENT - member (4) 10/29/2015 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. (5) 11/24/2015 - STRATOS WEALTH PARTNERS, LTD - INV REL - 60 S Main Street Centerville, OH 45458 - Registered Investment Advisor Hybrid - START 12/1/2015 - 100% TIME SPENT - IAR (6) 11/24/2015 - STRATOS WEALTH PARTNERS, LTD - INV REL - 60 S Main Street Centerville, OH 45458 - Registered Investment Advisor Hybrid - (Hybrid) STRATOS WEALTH PARTNERS, LTD - START 12/1/2015 - 100% TIME SPENT - IAR (7) 11/24/2015 * STRATOS WEALTH PARTNERS, LTD * Registered Investment Advisor DBA * (Hybrid) Columbia Financial, Inc * INV REL * 60 S Main Street Centerville, OH 45458 * START 12/1/2015 * TIME SPENT 100%. (8) 2/28/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 02/03/2017 - 5 Hours Per Month During Securities Trading - Fixed insurance. (9) 12/06/2024 - Columbia Financial Investments, LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 05/29/2024 - 0 hours per month/ o hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-10 |
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