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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-03-20 |
| TX | RA | APPROVED_RES | 2017-04-17 |
| LA | RA | APPROVED | 2017-04-13 |
| PA | RA | APPROVED | 2017-04-13 |
Branch Locations
1605 Carmody Court, Suite 301, Sewickley, PA 15143 • United States
4624 State Route 43, Kent, OH 44240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dibartolomeo Investment Group, Llc | East Palestine | OH | 05/2016 | 04/2017 |
| J.A. Sauer, Co. | Pittsburgh | PA | 03/2016 | 01/2017 |
| Lpl Financial Llc | Sewickley | PA | 04/2017 | 08/2025 |
| Stratos Wealth Partners | Sewickley | PA | 04/2017 | Present |
| Lpl Financial Llc | Sewickley | PA | 05/2026 | Present |
1.05/08/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Stratos Wealth Partners; Investment Related; at Reported Business Location(s); Start Date 05/05/2026; 160hrs/mth; 130hrs during trading 2.05/08/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name The Kelley Financial Group; Investment Related; at Reported Business Location(s); Start Date 05/05/2026; 160hrs/mth; 130hrs during trading 3.05/20/2026; (Hybrid) Stratos Wealth Partners; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 05/05/2026; 160hrs/mth; 130hrs during trading; Already approved DBA under Micah Kelley 4.05/20/2026; (Hybrid) The Kelley Financial Group; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 05/05/2026; 160hrs/mth; 130hrs during trading; Already approved under DBA Name under Micah Kelley
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-31 |
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