Richard Joseph Cooney

Current Employers

Employment History

• 06/1998 → 05/2019
  Lincoln Financial Advisors Corporation
  Syracuse, NY
• 06/1998 → 05/2019
  Lincoln National Life Insurance Co
  Syracuse, NY
• 05/2019 → Present
  Lpl Financial Llc
  Syracuse, NY
• 05/2019 → Present
  Stratos Wealth Partners, Ltd
  Syracuse, NY

Other Businesses

1) 11/30/2018 - Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - 160 hr/mth 2) 11/30/2018 - Brackens Financial Solutions Network - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) 3) 11/30/2018 - Richard Cooney - Non-Variable Insurance - inv rel - at reported business location(s) - start: 02/2009 4) 5/22/2019 - Stratos Wealth Partners, LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 11/15/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 11/2018. 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. 5) 5/22/2019 - Stratos Wealth Partners, LTD - DBA: (Hybrid) Brackens Financial Solutions Network - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 11/15/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 6) 11/5/2020 - Heritage Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/1/2020 - 60 Hours Per Month/40 Hours During Securities Trading. 7) 10/20/2023 - Heritage Financial Partners - Registered Investment Advisor DBA - Director - Investment Related - At Reported Business Location(s) - Start Date 11/06/2020 - 40 Hours Per Month/40 Hours During Securities Trading 8) 02/06/2025 - First Genesis of Virginia - Investment Related - DBA for LPL Business (entity for LPL business) - Home Based - Start Date:01/02/2025 - 40 Hrs/Mth - 40 Hrs During Trading. 9) 05/20/2019 - 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

• S63 Uniform Securities Agent State Law Examination
  1984-11-06

Designations