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Travis Bentley Smythe

Stratos Wealth Partners, Ltd

Beachwood, OH

Stratos Investment Management, LLC

Beachwood, OH

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Current Employers
Stratos Wealth Partners, Ltd

3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-11-02
TX RA APPROVED 2023-11-02
  • OH RA
    APPROVED
    Since 2023-11-02
  • TX RA
    APPROVED
    Since 2023-11-02

Branch Locations

3750 Park East Drive, Suite 200, Beachwood, OH 44122 • United States

Stratos Investment Management, Llc

3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-11-02
TX RA APPROVED 2023-11-02
  • OH RA
    APPROVED
    Since 2023-11-02
  • TX RA
    APPROVED
    Since 2023-11-02

Branch Locations

3750 Park East Drive, Suite 200, Beachwood, OH 44122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hamilton Financial Partners Tulsa OK 05/2014 02/2019
First Allied Securities Inc. San Diego CA 08/2013 02/2019
Khp Capital, Llc Tulsa OK 07/2015 11/2018
United Income, Inc. Washington DC 11/2018 07/2019
Capital One Washington DC 07/2019 05/2022
Capital One Plano TX 05/2022 10/2023
Stratos Wealth Partners Beachwood OH 10/2023 Present
Lpl Financial Llc Beachwood OH 01/2024 Present
  • 05/2014 → 02/2019
    Hamilton Financial Partners
    Tulsa, OK
  • 08/2013 → 02/2019
    First Allied Securities Inc.
    San Diego, CA
  • 07/2015 → 11/2018
    Khp Capital, Llc
    Tulsa, OK
  • 11/2018 → 07/2019
    United Income, Inc.
    Washington, DC
  • 07/2019 → 05/2022
    Capital One
    Washington, DC
  • 05/2022 → 10/2023
    Capital One
    Plano, TX
  • 10/2023 → Present
    Stratos Wealth Partners
    Beachwood, OH
  • 01/2024 → Present
    Lpl Financial Llc
    Beachwood, OH
Previous Registrations
  • 2018-12-06 → 2022-05-16
    Capital One Investing, Inc.
    Tulsa, OK
  • 2017-02-09 → 2018-12-14
    Khp Capital Llc
    Tulsa, OK
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-02-12
S66 Uniform Combined State Law Examination 2014-10-16
  • S63 Uniform Securities Agent State Law Examination
    2024-02-12
  • S66 Uniform Combined State Law Examination
    2014-10-16
Designations
Other Names
  • Travis Smythe
  • Travis Bentley Smythe

View on SEC IAPD

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Other Offices

NORTH STAR ADVISORY GROUP, LLC · BEACHWOOD, OH
CM WEALTH ADVISORS LLC · BEACHWOOD, OH
PHILIPP CAPITAL ADVISORS · BEACHWOOD, OH
TIDMORE RETIREMENT PLANNING SPECIALISTS · BEACHWOOD, OH
NEO INVESTMENT COUNSEL, LLC · CLEVELAND, OH
SEQUOIA FINANCIAL GROUP, L.L.C. · BEACHWOOD, OH
SEQUOIA FINANCIAL GROUP, L.L.C. · BEACHWOOD, OH
C.N.M. MANAGEMENT, LLC · CLEVELAND, OH

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