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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-10-30 |
Branch Locations
1575 Mcfarland Rd Suite 215, Pittsburgh, PA 15216 • United States
100 Bradford Rd. Suite 120, Wexford, PA 15090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carsense | Cranberry Twp | PA | 07/2014 | 09/2016 |
| Lpl Financial, Llc | Pittsburgh | PA | 09/2016 | Present |
| Stratos Wealth Partners, Ltd | Pittsburgh | PA | 10/2019 | Present |
1) 9/16/2016 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 2) 03/03/2017 - STRATOS WEALTH PARTNERS - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 2/2017 - 160 hr/mth 3) 09/20/2022 - Frederick Wells Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 09/12/2022 - 160 Hours Per Month/150 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-29 |
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