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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-09-10 |
Branch Locations
3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sikich Financial | Springfield | IL | 06/2016 | 08/2020 |
| Stratos Wealth Partners, Ltd | Beachwood | OH | 08/2020 | Present |
| Lpl Financial, Llc | Beachwood | OH | 09/2020 | Present |
1) Rental Property in Mantua, OH. Not investment related. Owner, Landlord. Start Date 01/01/2010, approx <1 hour per month, none during trading hours. 2) 9/10/2020 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-26 |
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