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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-10-20 |
| TX | RA | APPROVED | 2021-10-20 |
Branch Locations
5080 Tuttle Crossing Blvd Suite 250, Dublin, OH 43016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Wealth Management, Llc | Columbus | OH | 11/2013 | 12/2021 |
| Stratos Wealth Advisors, Llc | Dublin | OH | 10/2021 | Present |
1) Eric Biddle LLC - Not Investment Related - 5679 Ballantrae Woods Dr. Dublin, OH 43016 - Owner - Start Date: 1/1/2022 - number of hours per month/during trading hours: 0 - LLC business for income of advisory business 2) True North Wealth Partners - Investment Related - DBA for Advisory Business - 5080 Tuttle Crossing Road Ste 250 Dublin, OH 43016 - Start Date: 11/2021 3) True North Insurance Partners - Investment Related - 5080 Tuttle Crossing Road Ste 250 Dublin, OH 43016 - Start Date: 08/2021 - Insurance Business - number of hours devoted/during trading hours: 20 hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-23 |
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