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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-29 |
Branch Locations
12348 High Bluff Dr. Suite 240, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keybank | Portland | OR | 07/2017 | 01/2019 |
| Washington State University Accounting Department | Pullman | WA | 08/2016 | 06/2017 |
| Key Investment Services | Portland | OR | 08/2017 | 01/2019 |
| Washington State University | Pullman | WA | 08/2013 | 06/2017 |
| Key Investment Services | Vancouver | WA | 01/2019 | 01/2021 |
| Triad Advisors | Norcross | GA | 01/2022 | 08/2024 |
| Key Investment Services | Brooklyn | OH | 01/2021 | 01/2022 |
| Osaic Wealth, Inc. | Atlanta | GA | 08/2024 | 08/2025 |
| Lpl Financial Llc | San Diego | CA | 08/2025 | Present |
| Stratos Wealth Partners, Ltd. | San Diego | CA | 09/2025 | Present |
1.09/26/2025- Stratos Wealth Partners- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 09/02/2025 -160 Hrs Per Mnth- 40 Hrs During Trading. 2) 10/01/2025 - Stratos Wealth Partners - Registered Investment Advisor Hybrid - Investment related - At Reported Business Location (s)- Start Date:09/02/2025 - 160 Hrs/Mth - 40 Hrs During Trading.I provide investment advisory services through Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in 9/2025. 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. 3) 10/01/2025 - Stratos Wealth Partners - Registered Investment Advisor DBA - Investment related - At Reported Business Location (s)- Start Date:09/02/2025 - 160 Hrs/Mth - 40 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-30 |
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