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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-09-09 |
Branch Locations
3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-07-28 |
| TX | RA | APPROVED | 2023-07-28 |
Branch Locations
801 N. Lake Drive, Suite 200, Lexington, SC 29072 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2018 | 07/2023 |
| Unemployed | Lake City | SC | 05/2017 | 01/2018 |
| Micky Finn's | Florence | SC | 06/2014 | 05/2017 |
| Francis Marion Unversity | Florence | SC | 08/2010 | 05/2017 |
| Lpl Financial Llc | Lexington | SC | 07/2023 | Present |
| Stratos Wealth Partners, Ltd | Lexington | SC | 07/2023 | Present |
1- 07/2023 / David Wealth Management Group / DBA for LPL Business (entity for LPL business) / Investment Related / 160 HRS MNTH/8 HRS During Trading/100 Time SPNT 2- 07/2023 / Stratos Wealth Partner / DBA for LPL Business (entity for LPL business) / Investment Related / 160 HRS MNTH/8 HRS During Trading/100 Time SPNT 3- 08/08/2023 - David Wealth Management Group - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 07/27/2023 - 160 Hours Per Month/ 8 Hours During Trading 4- 08/08/2023 - Stratos Wealth Partners, LTD - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 08/01/2023 - 160 Hours Per Month/ 8 Hours During Trading - Time Spent 100% - I provide investment advisory services through Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 8/2023. 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. 5- 04/08/2026 - DWMG Insurance Advisors, LLC - Property and Casualty - Investment Related - At Reported Business Location(s) - Start Date 04/15/2026 - 20 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-14 |
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