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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-08 |
| OH | RA | APPROVED | 2025-04-01 |
| TX | RA | APPROVED_RES | 2025-04-01 |
Branch Locations
3750 Park East Drive Suite 200, Beachwood, OH 44122 • 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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2006 | 04/2023 |
| Lpl Financial Llc | Rensselaer | NY | 03/2025 | Present |
| Daycare Services | Rensselaer | NY | 06/2023 | 09/2024 |
| Stella's Handy Helpers, Llc | Albany | NY | 04/2024 | Present |
| Stratos Wealth Partners | Rensselaer | NY | 11/2024 | Present |
1. 10/29/2024 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 2. 03/25/2025- STRATOS WEALTH PARTNERS- DBA for LPL Business (entity for LPL business)- inv Rel- At Reported Business Location (s) 3. 03/25/2025- Stella's Handy Helpers LLC- Business Owner- Albany NY 12207- Non Inv Rel- 4 Hrs Per Mnth- Start Date 09/01/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-12 |
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