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Current Employers
Stratos Wealth Partners, Ltd

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-03-23
LA RA APPROVED 2016-03-17
OH RA APPROVED 2010-08-13
  • TX RA
    APPROVED_RES
    Since 2016-03-23
  • LA RA
    APPROVED
    Since 2016-03-17
  • OH RA
    APPROVED
    Since 2010-08-13

Branch Locations

89 First Street Suite 212, Hudson, OH 44236 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Hudson OH 03/2010 Present
Stratos Wealth Partners, Ltd Hudson OH 08/2010 Present
Previous Registrations
Other Businesses

1. 04/06/2010 - DBA WITH OBA, STRATOS WEALTH PARTNERS, LTD, ALSO SELL FIXED LINES OF BUSINESS, 100% OH. 2. 4/20/2018 - Strategic Tactical Advisors - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only. 3. 8/12/2010 - Stratos Wealth Partners, Ltd - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 3/2010 - Time Spent 100% - I provide investment advisory services through Stratos Wealth Partners LTD, an independent investment advisor firm. I started this business activity in 3/2010. 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. 7/6/2017 - Wilson Settlement Consulting - Not Investment Related - Home Based - Started 01/01/83 - 1 Hours Per Month/0 Hours During Securities Trading. 5. 3/26/2010 - 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
S65 Uniform Investment Adviser Law Examination 1992-02-27
S63 Uniform Securities Agent State Law Examination 1984-03-22
  • S65 Uniform Investment Adviser Law Examination
    1992-02-27
  • S63 Uniform Securities Agent State Law Examination
    1984-03-22
Other Names
  • Edward J Wilson

View on SEC IAPD

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