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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-12-17 |
Branch Locations
7100 North High Street Suite 304, Worthington, OH 43085 • United States
Worthington, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miller Management | Columbus | OH | 08/2015 | 06/2017 |
| Unemployed | Dublin | OH | 07/2017 | 11/2017 |
| Axa Advisors, Llc | New York | NY | 11/2017 | 08/2018 |
| Lpl Financial Llc | Columbus | OH | 08/2018 | 12/2024 |
| Stratos Wealth Partners, Ltd. | Columbus | OH | 12/2018 | Present |
1) 1/3/2019 - Stratos Wealth Partners, LTD - DBA: Harmony Wealth Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 12/14/2018 - 160 Hours Per Month/8 Hours During Securities Trading. 2) 1/3/2019 - Stratos Wealth Partners, LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 12/14/2018 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 12/2018. 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. 3) 12/19/2024 - Vanbridge/My Harmony Wealth Advisors - Investment Related - 5080 Tuttle Crossing Blvd Suite 250 Dublin, OH 43016 - Life Insurance Business - 1 hour per month/1 hour during business hours - Description: Seeling of Life Insurance Products to compliment advisory offerings for existing clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-25 |
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