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Current Employers
Stratos Wealth Partners, Ltd

3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-29
  • CA RA
    APPROVED
    Since 2025-09-29

Branch Locations

San Diego, CA • United States

12348 High Bluff Dr. Suite 240, San Diego, CA 92130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2017 → 01/2019
    Keybank
    Portland, OR
  • 08/2016 → 06/2017
    Washington State University Accounting Department
    Pullman, WA
  • 08/2017 → 01/2019
    Key Investment Services
    Portland, OR
  • 08/2013 → 06/2017
    Washington State University
    Pullman, WA
  • 01/2019 → 01/2021
    Key Investment Services
    Vancouver, WA
  • 01/2022 → 08/2024
    Triad Advisors
    Norcross, GA
  • 01/2021 → 01/2022
    Key Investment Services
    Brooklyn, OH
  • 08/2024 → 08/2025
    Atlanta, GA
  • 08/2025 → Present
    Lpl Financial Llc
    San Diego, CA
  • 09/2025 → Present
    San Diego, CA
Previous Registrations
  • 2024-08-23 → 2025-09-15
    Atlanta, GA
  • 2022-02-16 → 2024-08-23
    Triad Advisors Llc
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
  • 2019-07-25 → 2022-02-14
    Vancouver, WA
    Vancouver, WA
    Brooklyn, OH
    Olympia, WA
    Poulsbo, WA
    Shelton, WA
    Gig Harbor, WA
    Covington, WA
    Port Angeles, WA
    Bellevue, WA
    Lakewood, WA
    Milton, WA
    Eatonville, WA
    Long Beach, WA
    Enumclaw, WA
    Tacoma, WA
    Renton, WA
    Graham, WA
    Tacoma, WA
    Tacoma, WA
    Federal Way, WA
    Puyallup, WA
    Newcastle, WA
    Kent, WA
    Tacoma, WA
    Bonney Lake, WA
    Spanaway, WA
    Seattle, WA
    Rochester, WA
    Auburn, WA
    Tacoma, WA
    Puyallup, WA
    Fife, WA
    Federal Way, WA
    Seattle, WA
    Seattle, WA
    Everett, WA
    Edmonds, WA
    Des Moines, WA
    Yakima, WA
    Seattle, WA
    Centralia, WA
    Seattle, WA
    Seattle, WA
    Kenmore, WA
    Kennewick, WA
    Issaquah, WA
    Anacortes, WA
    Tumwater, WA
    Olympia, WA
    Seattle, WA
    Friday Harbor, WA
    Bellevue, WA
    Mill Creek, WA
    Oak Harbor, WA
    Kirkland, WA
    Seattle, WA
    Seattle, WA
    Lynnwood, WA
    Redmond, WA
    Silverdale, WA
    Colville, WA
    Seattle, WA
    Moses Lake, WA
    Bellingham, WA
    Burlington, WA
    Maple Valley, WA
    Seattle, WA
    Seattle, WA
    Kirkland, WA
    Seattle, WA
    Arlington, WA
    Snohomish, WA
    Seattle, WA
    Issaquah, WA
    Woodinville, WA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-15
S63 Uniform Securities Agent State Law Examination 2017-11-30
  • S66 Uniform Combined State Law Examination
    2019-07-15
  • S63 Uniform Securities Agent State Law Examination
    2017-11-30
Other Names
  • Savanna Steed
  • Savanna Laurel Steed

View on SEC IAPD

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