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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-01-17 |
| TX | RA | APPROVED | 2025-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2011 | 10/2016 |
| Nelsoncorp Wealth Management | Clinton | IA | 11/2010 | 10/2016 |
| Mercy Living Center | Clinton | IA | 10/2016 | 10/2018 |
| Lpl Financial Llc | Clinton | IA | 10/2018 | Present |
| Stratos Wealth Partners, Ltd. | Clinton | IA | 01/2025 | Present |
1)09/08/2021 - FIRST WEALTH FINANCIAL - DBA for LPL Business (entity for LPL business) - Investment Rel - At Reported Business Location(s) - Start: 09/2021 - 160 Hr/Mth 2)09/08/2021 - STRATOS WEALTH PARTNERS - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 09/2021 - 160 Hr/Mth 3)09/08/2021 - NOTARY PUBLIC FOR STATE OF IOWA - Start: 09/2021 4)10/22/2018 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-05 |
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