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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-12-10 |
| TX | RA | APPROVED | 2024-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Holladay | UT | 09/2024 | Present |
| Pattern | Lehi | UT | 12/2023 | 04/2024 |
| Lakeshore Partners Llc | Lehi | UT | 09/2023 | 12/2023 |
| Brooks Pest Control | Orem | UT | 01/2021 | 09/2023 |
| Brigham Young University | Provo | UT | 08/2020 | 05/2024 |
| Doterra | Pleasant Grove | UT | 04/2020 | 08/2020 |
| The Church Of Jesus Christ Of Latter-Day Saints | Santiago | 08/2018 | 04/2020 | |
| Utah Youth Soccer | Sandy | UT | 08/2009 | 10/2022 |
| Levi's | Lehi | UT | 06/2017 | 04/2018 |
| Lone Peak High School | Highland | UT | 08/2015 | 05/2018 |
| Unemployed | Cedar Hills | UT | 05/2024 | 09/2024 |
| Stratos Wealth Partners, Ltd. | Holladay | UT | 12/2024 | Present |
1- 09/2024 / Stratos Wealth Partners (Outcome Private Wealth) / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 40 hrs during trading / At reported business location(s). 2- 09/2024 / JE Group LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 1 hr mth / 4506 W. Haven Lane, Cedar Hills, UT 84062 / Start date: 04/06/2023 3- 12/26/2024- Stratos Wealth Partners, LTD- Registered Investment Advisor- INV Related- At Reported Business Location(s)- Start date 09/16/2024- 160 Hours Per Month- 40 Hours Per Training 4- 7/19/2024 - 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 | 2024-11-12 |
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