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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-01 |
| OH | RA | APPROVED | 2026-03-31 |
| TX | RA | APPROVED_RES | 2026-03-31 |
Branch Locations
3750 Park East Drive Suite 200, Beachwood, OH 44122 • 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 | Cleveland | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cleveland | OH | 11/2016 | 10/2018 |
| B.RIley Wealth Management | Memphis | TN | 10/2018 | 12/2024 |
| B. Riley Wealth Advisors, Inc. | Memphis | TN | 07/2022 | 12/2024 |
| Stratos Wealth Partners, Ltd. | Beachwood | OH | 11/2024 | Present |
| Lpl Financial Llc | Beachwood | OH | 12/2024 | Present |
| Stratos Wealth Advisors, Llc | Beachwood | OH | 03/2026 | Present |
1) 11/2024 - STRATOS WEALTH PARTNERS / DBA for LPL Business (entity for LPL business) / Inv. Related / Beachwood, Ohio 44122 - Start date 11/15/2024 - 160 Hrs per month - 100% Time Spent 2) 12/04/2024 - Stratos Wealth Partners, LTD - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business location(s) - Start Date 11/15 - 160 hours per month/ 40 hours during trading - I provide investment advisory services through Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 11/2024. 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. 3) 12/02/2024 - 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 | 1992-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-20 |
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