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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-15 |
Branch Locations
12348 High Bluff Drive Suite 240, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial | San Diego | CA | 10/2014 | 10/2018 |
| Retirement Advisor Practice Builder | San Diego | CA | 11/2018 | 06/2019 |
| Raymond James Financial Services, Inc. | San Diego | CA | 06/2019 | 04/2023 |
| Raymond James Financial Services Advisors, Inc. | San Diego | CA | 06/2019 | 04/2023 |
| Retirement Advisor Practice Builder | San Diego | CA | 11/2018 | 06/2019 |
| Raymond James | San Diego | CA | 06/2019 | 04/2023 |
| Concurrent Investment Advisors Llc | San Diego | CA | 04/2023 | 12/2025 |
| Stratos Wealth Partners, Ltd. | San Diego | CA | 12/2025 | Present |
| Lpl Financial Llc | San Diego | CA | 12/2025 | Present |
1/ 12/2025 - Real Estate Rental - Real Estate Rental - Investment Related - 2 Hrs/Mth - 0 Hrs During Trading - Boulder, CO - 80303 - OBA Start Date: 03/01/2024 2. 12/2025 - Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 130 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 12/03/2025 3. 12/17/2025 - Stratos Wealth Partners - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 12/05/2025 - 1 hour per month/ 130 hours during trading - I provide investment advisory services through Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in 12/2025. 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-09 |
| S65 | Uniform Investment Adviser Law Examination | 2010-07-12 |
| S66 | Uniform Combined State Law Examination | 2004-08-23 |
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