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Current Employers
Stratos Wealth Partners, Ltd

3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-03-03
  • PA RA
    APPROVED
    Since 2026-03-03

Branch Locations

1605 Carmody Court, Suite 301, Sewickley, PA 15143 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2023 → 02/2024
    Mml Investors Services, Llc
    State College, PA
  • 10/2023 → 02/2024
    Massmutual Life Insurance Co
    State College, PA
  • 05/2022 → 05/2023
    Marriott/Toftrees Golf Resort
    State College, PA
  • 08/2021 → Present
    Doordash
    Dayton, OH
  • 04/2017 → 05/2020
    Cafardi, Ferguson, And Wyrick
    Sewickley, PA
  • 05/2019 → 08/2021
    Invited Clubs/Treesdale Country Club
    Gibsonia, PA
  • 01/2016 → 02/2017
    The Clubhouse
    Gibsonia, PA
  • 03/2017 → 08/2018
    Narcisi Winery
    Gibsonia, PA
  • 08/2013 → 05/2018
    Pine Richland School District
    Gibsonia, PA
  • 04/2024 → 04/2025
    Cetera Investment Services Llc
    St Cloud, MN
  • 04/2024 → 04/2025
    Monroeville, PA
  • 04/2024 → 04/2025
    First National Bank Of Pa
    Monroeville, PA
  • 03/2026 → Present
    Lpl Financial Llc
    Sewickley, PA
  • 04/2025 → 12/2025
    Environmental Transformation
    Glenshaw, PA
  • 03/2026 → Present
    Sewickley, PA
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-24
  • S66 Uniform Combined State Law Examination
    2024-01-24

View on SEC IAPD

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