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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-08 |
| TX | RA | APPROVED | 2022-06-28 |
Branch Locations
1540 Eureka Rd Suite 101, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stratos Wealth Advisors, Llc | Roseville | CA | 06/2022 | Present |
| Stratos Wealth Advisors, Llc | Rosevillw | CA | 04/2019 | 06/2022 |
| Newport Group | Folsom | CA | 06/2017 | 04/2019 |
| Ricks And Associates | Reno | NV | 08/2015 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-22 |
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