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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-29 |
| FL | RA | APPROVED | 2026-07-16 |
| PA | RA | APPROVED | 2026-06-29 |
Branch Locations
665 Philadelphia Street Unit 110, Indiana, PA 15701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Indiana | PA | 03/2010 | 01/2025 |
| Osaic Wealth, Inc. | Indiana | PA | 01/2025 | 06/2026 |
| Lpl Financial Llc | Indiana | PA | 06/2026 | Present |
| Stratos Wealth Partners, Ltd. | Indiana | PA | 06/2026 | Present |
1. 06/2026 - Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – Indiana, PA 15701– OBA Start Date: 6/26/2026 2. 06/2026 - Crump Insurance - Non-Variable Insurance - Inv Related – 5 Hour(s)/Month – 5 Hour(s) During Trading – Indiana, PA 15701– OBA Start Date: 03/10/2010 3. 06/2026 - CommonWealth Life and Annuity - Non-Variable Insurance Commission Trails - Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Indiana, PA 15701– OBA Start Date: 01/03/2000 4. 06/2026 - Principal Financial - Non-Variable Insurance Commission Trails - Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Indiana, PA 15701– OBA Start Date: 01/03/2000 5. 07/08/2026 - Stratos Wealth Partners - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 05/18/2026 - 160 hours per month/ 130 hours during trading - I provide investment advisory services through Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in 6/2026. 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. 07/17/2026 - Stratos Wealth Partners - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 05/18/2026 - 160 hours per month/ 130 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-11 |
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