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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-01 |
| TX | RA | APPROVED | 2024-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Calvert High School And Calvert Middle School | Tiffin | OH | 08/2014 | 05/2021 |
| The Ohio State University | Columbus | OH | 05/2021 | 05/2024 |
| Financial Design Agency Of Ohio | Tiffin | OH | 05/2022 | 08/2022 |
| Financial Design Agency Of Ohio | Tiffin | OH | 05/2023 | 08/2023 |
| Honey Creek Homes | Tiffin | OH | 05/2022 | 08/2022 |
| Lpl Financial Llc | Tiffin | OH | 06/2024 | Present |
| Stratos Wealth Partners, Ltd. | Tiffin | OH | 10/2024 | Present |
1. 08/08/2024- F&S Investors of Ohio-Outside/W-2 Employment- Non Inv Rel- OH 44883- 12 Hrs Per Mnth- Start Date 06/01/2022 2. 08/08/2024- Financial Design Agency of Ohio Inc- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- 160hrs per mnth- 40 hrs during trading- start date 08/05/2024 3. 08/08/2024- FStratos Wealth Partners- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- 160hrs per mnth- 40 hrs during trading- start date 08/05/2024 3. 08/08/2024- Stratos Wealth Partners- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- 160hrs per mnth- 40 hrs during trading- start date 08/05/2024 4. 10/02/2024 - STRATOS WEALTH PARTNERS - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 08/05/2024 - 160 Hours per Month/ 40 Hours During Trading - I provide investment advisory services through STRATOS WEALTH PARTNERS, an independent investment advisor firm. I started this business activity in 8/2024. I expect to spend approximately 160 hours per month 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. 10/02/2024 - Financial Design Agency of Ohio Inc - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 8/5/24 - 160 Hours Per Month/ 40 Hours During Trading 6. 12/03/2025 - Financial Design Investments & Insurance - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 06/03/2024 - 180 hours per month/ during trading 7. 12/04/2025 - Financial Design Investments & Insurance - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/03/2024 - 180 hours per month/ during trading 8. 06/2024 - 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-12 |
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