Best Investors
Account
Sign in
3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-07-19 |
| TX | RA | APPROVED | 2021-07-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charter Steel | Cleveland | OH | 05/2015 | 05/2017 |
| University Of Akron | Akron | OH | 08/2013 | 05/2017 |
| Lpl Financial Llc | Chagrin Falls | OH | 05/2017 | Present |
| Hrz Management | Beachwood | OH | 06/2017 | 01/2018 |
| Stratos Wealth Partners, Ltd | Chagrin Falls | OH | 07/2021 | Present |
1) 5/30/2017 - 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) 02/15/2018 - Stratos Wealth Partners, Ltd. - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 02/18. 3) 10/9/2018 - Stratos Wealth Partners, LTD. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. Started 02/13/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Stratos Wealth Partners, LTD., an independent investment advisor firm. I started this business activity in 02/2018. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-04 |
Reach out to this advisor