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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-15 |
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 |
|---|---|---|---|---|
| Karns City High School | Karns City | PA | 08/2012 | 06/2018 |
| Penn Ohio Electrical Contractors | Masury | OH | 06/2018 | 12/2018 |
| Clarion University Of Pennsylvania | Clarion | PA | 01/2019 | 12/2021 |
| Armstrong Center For Medicine And Health | Kittanning | PA | 05/2019 | 01/2023 |
| Unemployed | East Brady | PA | 01/2023 | 11/2023 |
| Equitable Advisors, Llc | New York | NY | 12/2023 | 04/2024 |
| Lpl Financial Llc | Sewickley | PA | 07/2024 | Present |
| Unemployed | East Brady | PA | 04/2024 | 07/2024 |
| Stratos Wealth Partners, Ltd. | Sewickley | PA | 07/2024 | Present |
1- 07/2024 / Stratos Wealth Partners, Ltd / DBA for LPL Business (entity for LPL business) / Inv Related / 160 hrs mnth / 40 hrs during trading / start 07/29/2024 2- 07/2024 / The Kelley Financial Group / DBA for LPL Business (entity for LPL business) / Inv Related / 160 hrs mnth / 40 hrs during trading / start 07/29/2024 3- 08/07/2024 - Stratos Wealth Partners, Ltd. - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 07/29/2024 - 160 Hours per Month/ 40 Hours During Trading - I provide administrative support to Stratos Wealth Partners, Ltd., an independent investment advisor firm. I started this business activity in 7/2024. 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. 4- 11/01/2024 - The Kelley Financial Group - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business Location(s) - Start Date 07/29/224 - 160 Hours Per Month/ 40 Hours During Trading 5 - 08/2024 - 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-22 |
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