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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-03-11 |
| AZ | RA | APPROVED | 2014-08-08 |
Branch Locations
6909 E Greenway Parkway Suite 295, Scottsdale, AZ 85254 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Scottsdale | AZ | 07/2014 | Present |
| Stratos Wealth Partners, Ltd | Scottsdale | AZ | 07/2014 | Present |
1) 07/18/2014: STRATOS WEALTH PARTNERS - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - At Reported Business Location(s) 2) 07/18/2014 - 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) 08/04/2014: WEALTH ADVISORS KMG, LLC - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - INV REL - Start 07/21/2014 - 6929 E. Greenway Parkway, Suite 180, Scottsdale AZ 85254 - LLC solely formed for processing business expenses and accounting - 0 Hr/Mo 4) 10/26/2016: Stratos Wealth Partners - Registered Investment Advisor - DBA: (HYBRID) Stratos Wealth Partners - Investment Related - At Reported Business Location(s) - 100% Time Spent - I provide investment advisory services through Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in July 2014. I expect to spend approximately 100% of my time 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. 5) 3/14/2019 - Arizona Casino Party - Not Investment Related - Various, throughout Metro Phoenix. - Other-Entertainment - Start Date: 02/01/2019 - 6 Hours Per Month/0 Hours During Securities Trading - Dealing Black Jack. It is a company that is a non cash Casino that holds parties for non profit organizations to raise money and various community centers. 6) 8/19/2021 - Stratos Wealth Partners, LTD - DBA: (Hybrid) El Camino Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 09/07/2021 - 40 Hours Per Month During Securities Trading. 7) 8/25/2021 - El Camino Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/07/2021 - 40 Hours Per Month During Securities Trading 8) 08/01/2023 - Nexannuity - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 07/27/2023 - 1 Hour Per Month/ During Trading 9) 01/02/2025 - El Camino 2U LLC - Not Investment Related - Other - Internet Retail sales - Home Based - Start Date : 10/18/2024 - 20 Hour Per Month - 0Hrs During Trading 10) 07/17/2025 - El Camino 2U LLC - Not Investment Related - Other - Travel Agent - Home Based - Start Date : 07/09/2025 - 5 Hour Per Month - 0Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-27 |
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