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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-06-21 |
Branch Locations
3400 Dundee Rd., Suite 350, Northbrook, IL 60062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sunset Partners Capital Management, Llc | Northbrook | IL | 06/2007 | 10/2016 |
| Asset Management Group Ltd | Northbrook | IL | 03/2016 | 08/2023 |
| Stratos Wealth Advisors, Llc | Northbrook | IL | 06/2023 | Present |
1. Kovitz Investment - Investment-Related - Address: Wacker Drive Chicago, IL 60606 - Nature: RIA - Position: Promoter - Start Date: 6/3/2019 - Hours devoted per month: 0 - Hours devoted during trading hours: 0 - Description: solicits clients to RIA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-05 |
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