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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-24 |
| TX | RA | APPROVED | 2025-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwest Bank | Avon | OH | 08/2015 | 09/2023 |
| The 4:8 Group | Avon | OH | 09/2023 | Present |
| Lpl Financial Llc | Avon | OH | 03/2025 | Present |
| Stratos Wealth Partners, Ltd. | Avon | OH | 03/2025 | Present |
1) 09/17/2025 - Stratos Wealth Partners / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) - Start date: 09/15/2025 - 160hrs/mnth 40 hrs during Trading 2) 09/17/2025 - Lunabell LLC / Real Estate Rental / Inv Related / North Ridgeville OH 44039 / Start date 12/31/2017 - 1 hrs per month 0hrs during Trading - 1 % time spent 3) 09/17/2025 - Notary / Inv Related / Avon OH 44011 / Start date 12/27/2017 - 0hrs per month 0hrs during Trading 4) 09/17/2025 - The 4:8 Group / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) - Start date:09/15/2025 - 160hrs/mnth 40 hrs during Trading 5) 09/17/2025 - Aric Gordon LLC / Business Entity For Tax/Investment Purposes Only / Non Inv Related / North Ridgeville OH 44039 / Start date 01/07/2024 - 0hrs per month 0hrs during Trading - 1 % time spent 6) 12/03/2025 - Stratos Wealth Partners. Ltd - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 09/15/2025 - 160 hours per month/ 40 hours during trading 7) 12/03/2025 - Stratos Wealth Partners. Ltd - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 09/15/2025 - 160 hours per month/ 40 hours during trading - I provide investment advisory services through Stratos Wealth Partners. Ltd, an independent investment advisor firm. I started this business activity in 9/2025. 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. 8) 9/17/2025 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-29 |
| S65 | Uniform Investment Adviser Law Examination | 2023-11-14 |
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