Best Investors Account Sign in
Current Employers
Stratos Wealth Partners, Ltd

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-09-06
TX RA APPROVED_RES 2023-09-05
  • OH RA
    APPROVED
    Since 2023-09-06
  • TX RA
    APPROVED_RES
    Since 2023-09-05

Branch Locations

89 First Street, Suite 212, Hudson, OH 44236 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Akron OH 03/2013 09/2023
Morgan Stanley Private Bank, National Association New York NY 01/2015 09/2023
Lpl Financial Hudson OH 09/2023 Present
Stratos Wealth Partners, Ltd. Hudson OH 09/2023 Present
  • 03/2013 → 09/2023
    Akron, OH
  • 01/2015 → 09/2023
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 09/2023 → Present
    Lpl Financial
    Hudson, OH
  • 09/2023 → Present
    Hudson, OH
Previous Registrations
Other Businesses

1) 8/30/2023- CAVU Financial LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s) 2) 8/30/2023- Stratos WeaIth Partners- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s) 3) 9/1/2023 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth 4) 09/06/2023 - Stratos WeaIth Partners - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 9/1/2023 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Stratos WeaIth Partners, an independent investment advisor firm. I started this business activity in 9/2023. 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-02-22
  • S66 Uniform Combined State Law Examination
    2002-02-22
Other Names
  • Jessica Rae Amoroso

View on SEC IAPD

More in Hudson, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor