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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-30 |
| VA | RA | APPROVED | 2021-07-30 |
Branch Locations
12015 Lee Jackson Highway Suite 110, Fairfax, VA 22033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ef Legacy Securities, Llc | Fairfax | VA | 04/2016 | 10/2018 |
| Edelman Financial Services, Llc | Fairfax | VA | 03/2017 | 11/2018 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 11/2018 | 07/2021 |
| Stratos Wealth Advisors, Llc | Fairfax | VA | 07/2021 | Present |
(1) INSURANCE SUPPORT SERVICEs. Agent NATURE: Agent for various insurance companies INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/30/2021. At Address of record. (2) Kowal Financial Advisors. Investment Related. At Address of record. Advisory services and financial planning. Associate Advisor, Start Date 7/3-/2021. 160 hours/month with 130 hours/month during securities trading hours. Wealth Advisor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-23 |
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