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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-19 |
| OH | RA | APPROVED | 2025-03-18 |
Branch Locations
2686 N Columbus Street Suite 100, Lancaster, OH 43130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Lancaster | OH | 05/2012 | Present |
| Stratos Wealth Partners, Ltd | Lancaster | OH | 06/2012 | 08/2022 |
| Stratos Wealth Partners, Ltd. | Lancaster | OH | 03/2025 | Present |
1. 02/26/2024 - W. B. Weimer Custom Investment Strategies - DBA - Investment Related - At Reported Business Location(s) - Start Date 02/01/2024 - 160 Hours Per Month/ 180 Hours During Trading 2) 04/23/2025 - Stratos Wealth Partners - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date: 03/17/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in 3/2025. 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. 3) 04/23/2025 -Park View Capital Managment - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date: 03/17/2025 - 160 Hrs/Mth - 160 Hrs During Trading. 4) 05/31/2012 - 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-10 |
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