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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-10-05 |
Branch Locations
33 River Street Suite 7, Chagrin Falls, OH 44022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Richfield | OH | 06/2015 | 02/2018 |
| Pnc Investments | Cleveland | OH | 04/2018 | 10/2018 |
| Morgan Stanley | Pepper Pike | OH | 10/2018 | 10/2023 |
| Lpl Financial | Chagrin Falls | OH | 10/2023 | Present |
| Stratos Wealth Partners, Ltd. | Chagrin Falls | OH | 10/2023 | Present |
1.10/02/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Whiteblaze Wealth Management; Investment Related; at Reported Business Location(s); Start Date 10/02/2023; 160hrs/mth; 8hrs during trading 2.10/04/2023; Stratos Wealth Partners; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 10/02/2023; 160hrs/mth; 8hrs during trading; 3.05/22/2026; Mark Ventura; Business Owner; Not Investment Related; Westlake,OH; Start Date 05/19/2026; 6hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-04 |
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