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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2014-06-23 |
| MS | RA | APPROVED | 2014-06-18 |
| TX | RA | APPROVED | 2014-05-29 |
Branch Locations
1302 Magnolia Ste, Unit A2, Gulfport, MS 39507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Gulfport | MS | 05/2014 | Present |
| Stratos Wealth Partners, Ltd | Gulfport | MS | 05/2014 | Present |
1. 05/29/2014 - VAN KIRK WEALTH ADVISORS - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 2. 05/29/2014 - STRATOS WEALTH PARTNERS - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - 99% TIME SPENT 3. 6/2/2014 - Stratos Wealth Partners, LTD - DBA: (Hybrid) Stratos Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 6/2014 - Time Spent 99% - I provide investment advisory services through Stratos Wealth Partners LTD, an independent investment advisor firm. I started this business activity in 6/2014. 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. 4. 06/03/2014 - STRATOS WEALTH PARTNERS - DBA: (HYBRID) Van Kirk Wealth Advisors - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR DBA - IAR - Time Spent 100%. 5. 07/02/2014 - RUTH MARIE VAN KIRK TRUST TRUST DTD 07-25-98 - INV REL - ACT IN A FIDUCIARY CAPACITY - F. WILLIAM VAN KIRK JR. TTEE - NIECE 6. 07/02/2014 - YVONNE VAN KIRK BASISTA FAMILY TRUST DTD 03-31-09 - INV REL - ACT IN A FIDUCIARY CAPACITY - F. WILLIAM VAN KIRK JR. TTEE - NIECE 7. 07/02/2014 - REBECCA QUADE VAN KIRK TRUST TRUST DTD 07-25-98 - INV REL - ACT IN A FIDUCIARY CAPACITY - WILL VAN KIRK JR. TTEE - NEPHEW 8. 07/02/2014 - JOHN TIMOTHY VAN KIRK TRUST DTD 07-25-98 - INV REL - ACT IN A FIDUCIARY CAPACITY - F. WILLIAM VAN KIRK JR. TTEE - NEPHEW 9. 7/2/2014 - CLAIRE YVONNE BASISTA TRUST TRUST DTD 07-25-98 - Investment Related - Act in a Fiduciary Capacity - F. WILLIAM VAN KIRK JR. TTEE - NIECE 10. 7/2/2014 - THOMAS BOULAY VAN KIRK TRUST TRUST DTD 07-25-98 - Investment Related - Act in a Fiduciary Capacity - F. WILLIAM VAN KIRK JR. TTEE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 1981-05-21 |
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