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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-12-14 |
| TX | RA | APPROVED | 2023-12-13 |
Branch Locations
29525 Chagrin Blvd., Suite 315, Pepper Pike, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rav Financial Services, Llc | Beachwood | OH | 01/1995 | 09/2016 |
| Sequoia Financial Group, Llc | Akron | OH | 10/2016 | 04/2019 |
| Sequoia Financial Advisors, Llc | Akron | OH | 09/2016 | 04/2019 |
| Springside Partners Llc | Akron | OH | 04/2019 | 12/2019 |
| Dakota Wealth, Llc | Palm Beach Gardens | FL | 04/2019 | 12/2019 |
| David Taucher | Broadview Hts. | OH | 12/2019 | 03/2020 |
| Beacon Financial Advisory Llc | Cleveland | OH | 04/2020 | 12/2023 |
| Stratos Wealth Advisors, Llc | Pepper Pike | OH | 12/2023 | Present |
Registered Investment Advisor DBA - Pistone Wealth Advisors. Inv. Related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-11-19 |
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