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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-18 |
Branch Locations
12348 High Bluff Drive Ste 200, San Diego, CA 92130 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Diego | CA | 05/2009 | 10/2016 |
| Lpl Financial, Llc | San Diego | CA | 10/2016 | 08/2019 |
| Stratos Wealth Partners, Ltd | San Diego | CA | 10/2016 | Present |
1) 10/03/2016: Brown Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 12340 El Camino Real, Suite 110, San Diego, CA 92130 - Start 10/2016 - 160 Hr/Mo; 8 Hour(s) During Securities Trading; 100% Time Spent 2) 06/14/2017-Stratos Wealth Partners- DBA: (Hybrid) Brown Wealth Management-IAR- start 10/2016- Hours per month 160/ Hours during trading 8- Time spent percent 100%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1979-10-08 |
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