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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-05-03 |
Branch Locations
777 Sw Mill View Way Suite 200, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mackeson Advisory | Bend | OR | 02/2022 | Present |
| Stratos Wealth Partners, Ltd. | Bend | OR | 04/2026 | Present |
| Johnson Benefit Planning | Bend | OR | 08/2019 | 02/2022 |
| Ambrosia Restaurant & Bar | Eugene | OR | 10/2016 | 07/2019 |
| Downtown Athletic Club | Eugene | OR | 09/2015 | 05/2017 |
1. 04/2026 - Mackeson Advisory - Investment Related - At reported location(s) - DBA for Stratos Business - Started 02/2022 - 160 hours per month and during trading hours 2. 04/2026 - Life & Health Insurance - Investment related - Mackeson Advisory (At reported location(s))
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-24 |
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