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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2016-04-20 |
| AZ | RA | APPROVED | 2016-04-19 |
| TX | RA | APPROVED_RES | 2016-04-04 |
Branch Locations
60 Bell Rock Plaza, Sedona, AZ 86351 • United States
Flagstaff, AZ • United States
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 |
|---|---|---|---|---|
| Wilderness Family Tree And Lawn Service, Llc | Sedona | AZ | 05/2011 | Present |
| Virtual Ventures Llc | Sedona | AZ | 07/2008 | Present |
| Lpl Financial, Llc | Sedona | AZ | 04/2016 | 11/2025 |
| Stratos Wealth Partners, Ltd | Sedona | AZ | 04/2016 | Present |
1. 04/01/2016 - HORIZON WEALTH PARTNERS, LLC/ NON-VARIABLE INSURANCE/ 20%/ SEDONA, AZ 2. 04/01/2016 - SPECTRUM EXCHANGE CORP/ OTHER - FAMILY BUSINESS/ 5%/ CAMP VERDE, AZ 3. 04/01/2016 - WILDERNESS FAMILY TREE SERVICE LLC DBA ARIZONA NORTH TREE SERVICE/ OTHER - FAMILY BUSINESS/ 20%/ CAMP VERDE, AZ 4. 04/01/2016 - VIRTUAL VENTURES LLC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 0%/ CAMP VERDE, AZ 5. 4/11/2016 - Stratos Wealth Partners, Ltd - DBA: (Hybrid) Horizon Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - START DATE 3/15/2016 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100%. 6. 01/17/2023 - For Shore, LLC - Not Investment Related - Home Based - Other- Multi Owner Houseboat Share - Member - Start Date: 7/2/2020 - 2 Hours Per Month/0 Hours During Securities Trading. 7. 11/12/2025 - The Dawna Westberg-Welch Trust - Investment-Related - At reported location(s) - Personal Trust - Position: Trustee - Number of hours devoted per month: 0 8. 11/12/2025 - The Westberg Revocable Inter-Vivos Trust - Investment-Related - At reported location(s) - Family Trust - Position: Successor Trustee - Number of hours devoted per month: 0 9. 11/12/2025 - The Michael & Dawna Welch FamilyTrust - Investment-Related - At reported location(s) - Family Trust - Position: Trustee - Number of hours devoted per month: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-10 |
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