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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 | 2011-09-19 |
Branch Locations
3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Beachwood | OH | 09/2011 | Present |
| Stratos Wealth Partners, Ltd | Beachwood | OH | 09/2011 | Present |
1. 9/14/2011 - STRATOS WEALTH PARTNERS - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Time Spent 30% - AGENT LICENSED WITH VARIOUS CARRIERS CONDUCTING SALE AND SERVICE OF FIXED INSURANCE PRODUCTS INCLUDING FIXED ANNUITIES, TERM, UNIVERSAL LIFE, WHOLE LIFE, LTC, DI, HEALTH AND DENTAL. 2. 9/16/2011 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 3. 9/20/2011 - Stratos Wealth Partners, LTD - DBA: Stratos Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 9/2011 - Time Spent 100% - I provide investment advisory services through Stratos Wealth Partners LTD, an independent investment advisor firm. I started this business activity in 9/2011. I expect to spend approximately 160 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. 2/20/2014 - RAINTREE PRIVATE WEALTH MANAGEMENT, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Time Spent 1% - ENTITY FOR ACCOUNTING AND TAX PURPOSES ONLY. 5. 11/13/2019 - Stratos Wealth Partners, LTD - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/01/2011 - 40 Hours Per Month During Securities Trading. 6. 03/22/2024 - Kenneth Renfro - Inv Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Tax Preparer - Started: 2/15/2024 - 10 Hrs/mo; 0 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-16 |
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