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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-03-15 |
| LA | RA | APPROVED | 2016-03-09 |
| OH | RA | APPROVED | 2010-08-13 |
Branch Locations
3750 Park East Dr Ste 200, Beachwood, OH 44122 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Beachwood | OH | 02/2009 | Present |
| Stratos Wealth Partners, Ltd | Beachwood | OH | 08/2010 | Present |
1. 08/05/2009 - Stratos Wealth Partners, Ltd - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) - I am using Stratos Wealth Partners, Ltd as a DBA name for my securities and investment advisory business 2. 01/18/2011 - NON-VARIABLE INSURANCE, STRATOS WEALTH PARTNERS, LTD, 30% OF TIME SPENT - I am an agent licensed with various carriers, conducting the sale and servicing of fixed insurance products, including fixed annuities, term, universal, whole life, long term care, disability, and health and dental insurances. 3. 07/07/2011-REGISTERED INVESTMENT ADVISOR-STRATOS WEALTH PARTNERS, LTD-STRATOS WEALTH PARTNERS IS THE RIA THAT I CONDUCT ADVISORY AND FINANCIAL PLANNING BUSINESS THROUGH-TIME SPENT 10%. 4. 3/1/2013: LEGAL ENTITY FOR TAX/ACCOUNTING PURPOSES ONLY - ZEMBALA, LLC - COMPAY CREATED TO PAY BUSINESS EXPENSES, IE PAYROLL FOR ASSISTANT. - TIME SPENT 1% - SOLON, OH. 5. 4/4/2018 - Stratos wealth Partners - Not Investment Related - At Reported Business Location(s) - Other-loan - Start Date: 03/21/2018 - 1 Hour Per Month/1 Hour During Securities Trading. 6. 6/17/2019 - WEALTH ADVOCATE GROUP, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 06/13/2019 - 5 Hours Per Month/5 Hours During Securities Trading. 7. 6/19/2019 - Stratos Wealth Partners, LTD - DBA: (Hybrid) Wealth Advocate Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 06/13/2019 - 5 Hours Per Month/5 Hours During Securities Trading. 8) 09/15/2025 - Real Estate Rental - Investment Related - springs florida - Start Date:01/01/2026 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-04-05 |
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