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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-09-06 |
| TX | RA | APPROVED_RES | 2024-09-06 |
Branch Locations
291 N. Cleveland Massillon Rd., Akron, OH 44333 • 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 |
|---|---|---|---|---|
| Centre For Financial And Retirement Planning | Akron | OH | 09/1993 | Present |
| Stratos Wealth Partners, Ltd. | Akron | OH | 09/2024 | Present |
PRESIDENT/OWNER OF CENTRE OF FINANCIAL AND RETIREMENT PLANNING. A FINANCIAL PLANNING/ASSET MANGEMENT BUSINESS SINCE 9/93. 306 N. CLEVELAND MASSILLON RD. AKRON, OH 44333 THIS BUSINESS IS INVESTMENT-RELATED. THE NATURE OF THIS BUSINESS CENTERS AROUND FINANCIAL PLANNING/ASSET MANAGEMENT. 160 HOURS PER MONTH/80% DURING TRADING HOURS. DUTIES INCLUDE FINANCIAL PLANNING/ASSET MANAGEMENT FOR APPROXIMATELY 125 CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-12-31 |
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