Kerry Batchelor Watterson

Current Employers

Employment History

• 11/2009 → 08/2022
  Thomas Mcdonald Partners
  Cleveland, OH
• 08/2022 → Present
  Stratos Wealth Partners, Ltd
  Beachwood, OH
• 08/2022 → Present
  Lpl Financial Llc
  Beachwood, OH

Previous Registrations

• 2009-11-20 → 2022-08-22
  Mcdonald Partners Llc
  Cleveland, OH
  Cleveland, OH
• 2007-02-09 → 2009-12-02
  Ubs Financial Services Inc.
  Beachwood, OH
  Westlake, OH
• 2005-10-07 → 2007-02-09
  Keybanc Capital Markets Inc.
  Beachwood, OH
  Beachwood, OH

Other Businesses

1. 08/22/2022 - STRATOS WEALTH PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ BEACHWOOD, OH 2. 08/22/2022 - PARATUS LLC/ BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY/ NOT INVESTMENT RELATED/ 0%/ SHAKER HEIGHTS, OH 3. 09/30/2022 - Stratos Wealth Partners, LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR -160 Hours Per Month - Time Spent 100% - I provide investment advisory services through Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 8/2022. 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. 4. 05/18/2023 - Sheerbrook Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 05/15/2023 - 160 Hours Per Month/ 75 Hours During Securities Trading 5. 05/19/2023 - Sheerbrook Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 05/15/2023 - 160 Hours Per Month/ 8 Hours During Securities Trading 6. 12/19/2023 - PAMELA W. TERRY TRUST DTD - Non-Investment Related - Beachwood, OH - Act in a Fiduciary Capacity - Started: 7/17/2023 - 2 Hrs/Mo During Trading. 7. 08/22/2022 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd.

Exams

• S66 Uniform Combined State Law Examination
  2002-11-20