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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2022-06-24 |
| TX | RA | APPROVED_RES | 2022-06-16 |
Branch Locations
2501 E. Sherman Avenue, Suite 76, Coeur D'ALene, ID 83814 • 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 | Coeur D'ALene | ID | 10/2012 | 06/2022 |
| Wells Fargo Clearing Services, Llc | Coeur D'ALene | ID | 11/2016 | 06/2022 |
| Lpl Financial Llc | Coeur D'ALene | ID | 06/2022 | Present |
| Stratos Wealth Partners, Ltd. | Coeur D'ALene | ID | 06/2022 | Present |
1) 06/2022 - OUTCOME PRIVATE WEALTH - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 06/2022 - 160 Hr/Mth 2) 06/2022 - STRATOS WEALTH PARTNERS - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 06/2022 - 160 Hr/Mth 3) 06/2022 - BRYAN K ROSS STUDIOS - Sculptor/Artist - Non-Inv Rel - Sagle, ID - Start: 1995 - 5 Hr/Mth 4) 06/21/2022- Outcome Private Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 06/01/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 5) 06/21/2022- Stratos Wealth Partners, LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 06/01/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 6/2022. 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. 6) 11/18/2025 - Stillwater Ranch - Rep's Business - Not Investment Related - Home Based - Start Date 10/01/2003 - 25 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-07 |
| S65 | Uniform Investment Adviser Law Examination | 1998-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1983-01-07 |
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