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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-04-10 |
| TX | RA | APPROVED | 2024-04-10 |
Branch Locations
29525 Chagrin Blvd, Suite 305, Pepper Pike, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Cleveland | OH | 10/1999 | 10/2021 |
| Carnegie Investment Counsel | Pepper Pike | OH | 10/2021 | 04/2024 |
| Stratos Wealth Advisors, Llc | Pepper Pike | OH | 04/2024 | Present |
| Wells Fargo Clearing Services, Llc | Cleveland | OH | 10/1999 | 10/2021 |
Spain & Smith Wealth Advisors - Registered Investment Advisor DBA - Inv Related, Pepper Pike, OH. Investment Advisory and Financial Planning. Financial Advisor, Start Date 4/10/2024. 160 hours per month; 130 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1986-04-08 |
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