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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-06-01 |
| TX | RA | APPROVED | 2023-06-01 |
Branch Locations
2900 Westchester Ave., Suite 308, Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stratos Private Wealth | Purchase | NY | 08/2018 | Present |
| N/A | Briarcliff Manor | NY | 02/2018 | 08/2018 |
| Marist College | Poughkeepsie | NY | 01/2016 | 02/2018 |
| Lpl Financial Llc | Purchase | NY | 08/2018 | 05/2026 |
| Stratos Wealth Partners, Ltd | Purchase | NY | 06/2023 | Present |
1) 08/18/2023 - Stratos Private Wealth - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 06/20/2023 - 100 Hours Per Month/ 100 Hours During Trading 2) 01/2026 - Fixed Insurance - Investment Related - At reported location(s) - Start Date: 1/2/2026 - Number of hours devoted per month/during trading hours: 5 - Description: Any and all insurance derived revenue/commissions will flow through Stratos Private Wealth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-08 |
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