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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-03 |
Branch Locations
1605 Carmody Court, Suite 301, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | State College | PA | 05/2023 | 02/2024 |
| Massmutual Life Insurance Co | State College | PA | 10/2023 | 02/2024 |
| Marriott/Toftrees Golf Resort | State College | PA | 05/2022 | 05/2023 |
| Doordash | Dayton | OH | 08/2021 | Present |
| Cafardi, Ferguson, And Wyrick | Sewickley | PA | 04/2017 | 05/2020 |
| Invited Clubs/Treesdale Country Club | Gibsonia | PA | 05/2019 | 08/2021 |
| The Clubhouse | Gibsonia | PA | 01/2016 | 02/2017 |
| Narcisi Winery | Gibsonia | PA | 03/2017 | 08/2018 |
| Pine Richland School District | Gibsonia | PA | 08/2013 | 05/2018 |
| Cetera Investment Services Llc | St Cloud | MN | 04/2024 | 04/2025 |
| Cetera Investment Advisers Llc | Monroeville | PA | 04/2024 | 04/2025 |
| First National Bank Of Pa | Monroeville | PA | 04/2024 | 04/2025 |
| Lpl Financial Llc | Sewickley | PA | 03/2026 | Present |
| Environmental Transformation | Glenshaw | PA | 04/2025 | 12/2025 |
| Stratos Wealth Partners, Ltd. | Sewickley | PA | 03/2026 | Present |
1. 03/2026 - DoorDash - Outside/W-2 Employment - Inv Related - 30 Hour(s)/Month - 0 Hour(s) During Trading -Pittsburgh PA 15224 - OBA Start Date: 08/18/2021 2. 03/2026 - The Kelley Financial Group- DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 130 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 03/02/2026 3. 03/2026 - Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 130 Hour(s) During Trading - At Reported Business Location (s)- OBA Start Date: 03/02/2026 4. 03/11/2026 - Stratos Wealth Partners - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 03/02/2026 - 160 hours per month/ 130 hours during trading - I provide administrative support to Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in 3/2026. 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. 03/11/2026 - The Kelley Financial Group - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business Location(s) - Start Date 03/02/2026 - 160 hours per month/ 130 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-24 |
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