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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-05-16 |
| TX | RA | APPROVED | 2023-05-16 |
Branch Locations
340 W Butterfield Rd, Suite 2A, Elmhurst, IL 60126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Life Group | Montpelier | VT | 09/2012 | 10/2017 |
| W.E. Donoghue & Co., Llc | Boston | MA | 12/2017 | 12/2019 |
| Northern Lights Distributors, Llc | Omaha | NE | 02/2018 | 12/2019 |
| Trimtabs Asset Management | New York | NY | 06/2020 | 03/2021 |
| Quasar Distributors, Llc | Milwaukee | WI | 06/2020 | 03/2021 |
| Unemployed | Barrington | IL | 12/2019 | 06/2020 |
| Unemployed | Barrington | IL | 03/2021 | 08/2021 |
| Lpl Financial, Llc | Itasca | IL | 08/2021 | 01/2023 |
| Wealth Enhancement Group | Plymouth | MN | 08/2021 | 12/2022 |
| Wealth Enhancement Brokerage Services | Plymouth | MN | 08/2021 | 12/2022 |
| Wealth Enhancement Advisory Services, Llc | Itasca | IL | 08/2021 | 12/2022 |
| Unemployed | Barrington | IL | 01/2023 | 05/2023 |
| Lpl Financial Llc | Elmhurst | IL | 05/2023 | Present |
| Stratos Wealth Partners, Ltd | Elmhurst | IL | 05/2023 | Present |
1) 05/2023 - Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent 2) 05/11/2023 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth 3) 05/19/2023 - Stratos Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 04/27/2023 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in 4/2023. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-21 |
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