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Current Employers
Stratos Wealth Partners, Ltd

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-12-10
TX RA APPROVED 2024-12-09
  • UT RA
    APPROVED
    Since 2024-12-10
  • TX RA
    APPROVED
    Since 2024-12-09

Branch Locations

3165 Millrock Drive, Holladay, UT 84121 • 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
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
  • 09/2024 → Present
    Lpl Financial Llc
    Holladay, UT
  • 12/2023 → 04/2024
    Pattern
    Lehi, UT
  • 09/2023 → 12/2023
    Lakeshore Partners Llc
    Lehi, UT
  • 01/2021 → 09/2023
    Brooks Pest Control
    Orem, UT
  • 08/2020 → 05/2024
    Brigham Young University
    Provo, UT
  • 04/2020 → 08/2020
    Doterra
    Pleasant Grove, UT
  • 08/2018 → 04/2020
    The Church Of Jesus Christ Of Latter-Day Saints
    Santiago
  • 08/2009 → 10/2022
    Utah Youth Soccer
    Sandy, UT
  • 06/2017 → 04/2018
    Levi's
    Lehi, UT
  • 08/2015 → 05/2018
    Lone Peak High School
    Highland, UT
  • 05/2024 → 09/2024
    Unemployed
    Cedar Hills, UT
  • 12/2024 → Present
    Holladay, UT
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-12
  • S66 Uniform Combined State Law Examination
    2024-11-12
Other Names
  • Josh Ericksen

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