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Current Employers
Stratos Wealth Partners, Ltd

3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-10-01
TX RA APPROVED 2024-10-01
  • OH RA
    APPROVED
    Since 2024-10-01
  • TX RA
    APPROVED
    Since 2024-10-01

Branch Locations

40 East Perry Street, Tiffin, OH 44883 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2014 → 05/2021
    Calvert High School And Calvert Middle School
    Tiffin, OH
  • 05/2021 → 05/2024
    The Ohio State University
    Columbus, OH
  • 05/2022 → 08/2022
    Financial Design Agency Of Ohio
    Tiffin, OH
  • 05/2023 → 08/2023
    Financial Design Agency Of Ohio
    Tiffin, OH
  • 05/2022 → 08/2022
    Honey Creek Homes
    Tiffin, OH
  • 06/2024 → Present
    Lpl Financial Llc
    Tiffin, OH
  • 10/2024 → Present
    Tiffin, OH
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-12
  • S66 Uniform Combined State Law Examination
    2024-09-12

View on SEC IAPD

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