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Current Employers
Stratos Wealth Partners, Ltd

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2014-06-23
MS RA APPROVED 2014-06-18
TX RA APPROVED 2014-05-29
  • LA RA
    APPROVED
    Since 2014-06-23
  • MS RA
    APPROVED
    Since 2014-06-18
  • TX RA
    APPROVED
    Since 2014-05-29

Branch Locations

1302 Magnolia Ste, Unit A2, Gulfport, MS 39507 • 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
Lpl Financial Llc Gulfport MS 05/2014 Present
Stratos Wealth Partners, Ltd Gulfport MS 05/2014 Present
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-11-25
S63 Uniform Securities Agent State Law Examination 1981-05-21
  • S65 Uniform Investment Adviser Law Examination
    1994-11-25
  • S63 Uniform Securities Agent State Law Examination
    1981-05-21
Other Names
  • Will Van Kirk
  • Frank William Van Kirk
  • F. William Van Kirk
  • Frank William Van Kirk

View on SEC IAPD

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