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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-03-12 |
Branch Locations
12348 High Bluff Drive Suite 200, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brown Wealth Management | San Diego | CA | 04/2017 | 03/2020 |
| Allegiance Inc. | San Diego | CA | 08/2016 | 03/2017 |
| Stratos Wealth Partners, Ltd | San Diego | CA | 03/2020 | Present |
12/13/2021 - Registered Investment Adviser- DBA Stratos Private Wealth, San Diego CA, Investment Related; 160 hours per month, 120 during securities trading hours. Associate Wealth Advisor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-12 |
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