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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-03-28 |
| TX | RA | APPROVED | 2024-03-28 |
Branch Locations
10615 Professional Circle Suite 206, Reno, NV 89521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Reno | NV | 03/2008 | 03/2024 |
| City National Bank | Reno | NV | 12/2017 | 01/2023 |
| Stratos Wealth Advisors, Llc | Reno | NV | 03/2024 | Present |
1) NAME OF ENTITY: Bessette LLC ADDRESS: 725 SW Higgins Ave Ste C, Missoula, MT 59803 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Holding LLC for RV CAPACITY: Owner - Passive START DATE: 10/20/2021 DUTIES: none. It is a holding LLC for our RV HOURS DEVOTED PER MONTH: 0 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 2) Reno Tahoe Wealth Management; Investment related; Registered Investment Advisor DBA; 5470 Kietzke Ln Ste 200, Reno, NV 89511; Financial Planning and Investment Advisory services. Partner. 03/28/2024 Start date; 160 hours per month, 130 hours per month during securities trading hours. Provide investment management and wealth planning to clients. 3) Meritage Wealth Insurance Advisors; Investment-related; Address: 503 FM 359 #130-267 Richmond, TX 77406; Business: Insurance General Agency; Title: Appointed Producer; Start Date: 1/23/2025; Number of hours/month devoted: 5; number of hours during trading hours: 5; Description: Insurance general agent that will facilitate placement of insurance to RTWM clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1983-02-25 |
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