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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-07-19 |
Branch Locations
101 E. Diamond Street Suite 220, Butler, PA 16001 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-10-11 |
Branch Locations
236 5Th St, Freeport, PA 16229 • United States
160 Market St, Leechburg, PA 15656 • United States
105 Burton Dr, Kittanning, PA 16201 • United States
222 Market St, Kittanning, PA 16201 • United States
409 Butler Rd, Kittanning, PA 16201 • United States
316 First Avenue, Kittanning, PA 16201 • United States
4 Hilltop Plaza, Kittanning, PA 16201 • United States
15104 Route 422 West, Worthington, PA 16262 • United States
101 Northtowne Square Dr, Gibsonia, PA 15044 • United States
100 Vip Wexford Dr Suite 108, Wexford, PA 15090 • United States
20249 Route 19, Cranberry Twp, PA 16066 • United States
226 South Main St, Zelienople, PA 16063 • United States
238 East Main St, Evans City, PA 16033 • United States
101 E Diamond St Ste 220, Butler, PA 16001 • United States
3455 Forbes Ave, Pittsburgh, PA 15213 • United States
1626 Babcock Blvd, Pittsburgh, PA 15209 • United States
11361 Perry Highway, Wexford, PA 15090 • United States
83 Race Street, Manor, PA 15665 • United States
226 Maint Street, Irwin, PA 15642 • 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 |
|---|---|---|---|---|
| Nextier Bank | Butler | PA | 09/2004 | 07/2018 |
| Lpl Financial Llc | Butler | PA | 10/2011 | Present |
| Stratos Wealth Partners, Ltd | Butler | PA | 07/2018 | Present |
1. 11/21/2011 - NEXTIER BANK - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Meeting with clients on their retirement and investment needs. 2. 11/21/2011 - CRUMP LIFE INSURANCE - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Time Spent 10% - Life insurance quotes when needed for a client only on a limited basis. 3. 8/2/2018 - Nextier Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/18/2018 - 160 Hours Per Month/8 Hours During Securities Trading. 4. 8/13/2018 - Stratos Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/18/2018 - 160 Hours Per Month/8 Hours During Securities Trading. 5. 1/16/2020 - NexTier Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/01/2018 - 80 Hours Per Month During Securities Trading. 6. 1/22/2020 - Stratos Wealth Partners, LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 08/13/2018 - 160 Hours Per Month/145 Hours During Securities Trading - I provide investment advisory services through Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 08/2018. 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. 7. 1/22/2020 - Stratos Wealth Partners, LTD - DBA: (Hybrid) NexTier Wealth Management - Investment Related - At Reported Business Location(s) - IAR - Registered Investment Advisor DBA - Started 07/09/2018 - 80 Hours Per Month During Securities Trading. 8. 6/10/2021 - LTCI Partners/Reliance Standard Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 06/11/2021 - 1 Hour Per Month During Securities Trading - LTC, group disability. 9. 10/11/2011 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-06 |
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