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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-03-23 |
| LA | RA | APPROVED | 2016-03-17 |
| OH | RA | APPROVED | 2011-12-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Columbus | OH | 12/2011 | Present |
| Stratos Wealth Partners, Ltd | Columbus | OH | 12/2011 | Present |
(1) 12/11/2011 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth (2) 12/14/2011: Stratos Wealth Partners, Ltd. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Time Spent 100%. (3) 12/14/2011: Stratos Wealth Partners, Ltd. - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Time Spent 100% - Independent fixed insurance sales. (4) 12/19/2011 - Stratos Wealth Partners, Ltd. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 12/2011 - Time Spent 100% - I provide investment advisory services through Stratos Wealth Partners LTD, an independent investment advisor firm. I started this business activity in 12/2011. 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) 11/25/2015: NO BUSINESS NAME - Real Estate Rental - Investment Related - 783 Kerr St. Columbus, OH 43215 - START 12/01/2015 - 20 Hr/Mo; 0 Hour(s) During Securities Trading - I am renting for the first time. (6) 08/01/2016: MJW Rental Properties, LLC - Real Estate Rental - Investment Related - 783 Kerr St. Columbus, OH 43215 - START 03/01/2016 - 10 Hr/Mo; 0 Hour(s) During Securities Trading - I rent my house through Airbnb. (7) 5/1/2018 - Dixon Wells - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 04/30/2018 - 45 Hours Per Month/35 Hours During Securities Trading - Life insurance and annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-01 |
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