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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2016-03-14 |
| TX | RA | APPROVED | 2016-03-14 |
| OH | RA | APPROVED | 2010-08-13 |
Branch Locations
89 First Street, Suite 212, Hudson, OH 44236 • United States
Ravenna, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Akron | OH | 03/2010 | Present |
| Stratos Wealth Partners, Ltd | Hudson | OH | 08/2010 | Present |
(1) 03/10/10 - STRATOS WEALTH PARTNERS, LTD - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 4000 EMBASSY PARKWAY SUITE 420, AKRON, OH 44333 - 100% OF TIME SPENT - FIXED INSURANCE - ANNUITIES, TERM, UNIVERSAL, WHOLE LIFE, LTC, DISABILITY, HEALTH & DENTAL. (2) 03/10/2010 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. (3) 8/12/2010 - Stratos Wealth Partners, Ltd - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 3/2010 - Time Spent 100% - I provide investment advisory services through Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 3/2010. 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) 12/23/2010: NO BUSINESS NAME - TAX PREP / ACCOUNTING / BOOKKEEPING - 5% OF TIME SPENT - TAX PREP (5) 01/18/2011: STRATOS WEALTH PARTNERS, LTD - 4000 EMBASSY PKWY STE 420, AKRON, OH 44333-8357 - NON-VARIABLE INSURANCE - 10% OF TIME SPENT - I AM AN AGENT LICENSED WITH VARIOUS CARRIERS, CONDUCTING THE SALE AND SERVICING OF FIXED INSURANCE PRODUCTS, INCLUDING FIXED ANNUITIES, TERM, UNIVERSAL, WHOLE LIFE, LONG TERM CARE, DISABILITY, AND HEALTH AND DENTAL INSURANCES. (6) 06/05/2015 - OTHER - NOTARY PUBLIC - NOT INV REL - AT REPORTED BUSINESS LOCATION(S) - 1 HR/MO DURING SECS TRDG HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-01 |
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