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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2016-03-16 |
| TX | RA | APPROVED | 2016-03-16 |
| MS | RA | APPROVED | 2014-05-29 |
Branch Locations
1302 Magnolia St, Unit A2, Gulfport, MS 39507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Gulfport | MS | 04/2014 | Present |
| Stratos Wealth Partners, Ltd | Gulfport | MS | 05/2014 | Present |
1. 05/29/2014 - Statos Wealth Partners - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 5/29/2014 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 3. 6/2/2014 - Stratos Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 5/2014 - Time Spent 99% - I provide investment advisory services through Stratos Wealth Partners LTD, an independent investment advisor firm. I started this business activity in 5/2014. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 06/03/2014 - Stratos Wealth Partners - Registered Investment Advisor DBA - INV REL - (HYBRID) Van Kirk Wealth Advisors - 90% TIME SPENT -IAR 5. 04/24/2017 - Van Kirk Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/03/2014 - 120 Hours Per Month/120 Hours During Securities Trading. 6. 10/10/2017 - Van Kirk Wealth Advisors - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 09/15/2017 - 5 Hours Per Month During Securities Trading. 7. 01/24/2018 - Frank William Van Kirk, IV Trust - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Trustee - Start Date 01/01/2018 - 0 Hours Per Month/0 During Securities Trading. 8. 01/24/2018 - Bogdan Traian Gard - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Trustee - Start Date 01/01/2018 - 0 Hours Per Month/0 During Securities Trading. 9. 01/24/2018 - Amelia Anderson Gard Trust - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Trustee - Start Date 01/01/2018 - 0 Hours Per Month/0 During Securities Trading. 10. 01/24/2018 - Ruth Louise Higginbothom - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Trustee - Start Date 01/01/2018 - 0 Hours Per Month/0 During Securities Trading. 11. 01/24/2018 - Stephen West Higginbothom Trust - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Trustee - Start Date 01/01/2018 - 0 Hours Per Month/0 During Securities Trading. 12. 01/24/2018 - Charles Milner Higginbothom Trust - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Trustee - Start Date 01/01/2018 - 0 Hours Per Month/0 During Securities Trading. 13. 10/11/2019 - Van Kirk Wealth Advisors - Investment related - At reported business location(s) - Non-Variable Insurance - start date:01/01/2020 - 1 hr/mo - 1 hr during trading. 14. 08/03/2022 - Harbor Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 09/01/2022 - 10 Hours Per Month/10 Hours During Securities Trading. 15. 08/04/2022 - VKWA Properties - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 06/01/2022 - 1 Hours Per Month/1 Hours During Securities Trading. 16. 08/09/2022 - Harbor Wealth Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 09/01/2022 - 10 Hours Per Month/10 Hours During Securities Trading 17. 08/23/2023 - AVL WealthCare - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA- -IAR - Start Date 09/01/2022 - 10 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-04 |
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