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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 | 2012-05-23 |
| OH | RA | APPROVED | 2010-09-28 |
Branch Locations
25201 Chagrin Blvd., Suite 375, Beachwood, OH 44122 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Home Life Ins.CO. | Cleveland | OH | 10/1985 | Present |
| Lpl Financial, Llc | Beachwood | OH | 09/2010 | Present |
| Stratos Wealth Partners, Ltd | Beachwood | OH | 09/2010 | Present |
1. 08/25/2010 - MAKE IT HAPPEN 4 BMD FOUNDATION - NON-PROFIT BOARD MEMBER - NOT INV REL - AT REPORTED BUSINESS LOCATION - 501c3 Organization - 2% TIME SPENT. 2. 08/25/2010 - STRATOS WEALTH PARTNERS, INC. - NON-VARIABLE INSURANCE DBA - STRATOS WEALTH PARTNERS, INC - INV REL - AT REPORTED BUSINESS LOCATION - DBA name for securities and investment advisory and financial planning business. I am also an insurance agent - fixed annuiites, term, universal life, whole life, LTC, DI, Health, Dental - 100% TIME SPENT. 3. 01/18/2011 - STRATOS WEALTH PARTNERS, LTD - REGISTERED INVESTMENT ADVISOR - HYBRID - Stratos Wealth Partners, Ltd - INV REL - AT REPORTED BUSINESS LOCATION - I am an IAR with Stratos Wealth Partners and offer financial plans and investment advise for hourly and/or fixed fees and advisory accounts for %AUM - 50% TIME SPENT. 4. 07/08/2013 - BIG KAHUNA REAL ESTATE GROUP, LLC - REAL ESTATE RENTAL - INV REL - AT REPORTED BUSINESS LOCATION - ACTIVITY: Single Rental Unit Income Property - 492 Retreat Beach Circle #3B Pawleys Island, SC 29585 - 4% TIME SPENT. 5. 10/31/2015 - Olympus Wealth Partners, Inc. - DBA for LPL Business (entity for LPL business) - INV REL - AT REPORTED BUSINESS LOCATION - OBA START: 9/17/2010 - 180 HRS PER MONTH/104 HRS DURING TRADING. 6. 12/12/2018 - Olympus Wealth Partners, Inc. - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/20/2010 - 240 Hours Per Month/160 Hours During Securities Trading. 7. 2/21/2019 - Olympus Wealth Partners, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 09/01/2010 - 200 Hours Per Month/125 Hours During Securities Trading. 8. 10/1/2019 - Olympus Wealth Partners, Inc. - Investment Related - At Reported Business Location(s) - Insurance Agency - Started 09/20/2010 - 5 Hours Per Month During Securities Trading. 9. 06/06/2025 - Olympus Private Wealth Advisors, LLC - Inv. Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location (s) - Start Date:12/21/2023 - 160 Hrs/Mth/ 130 Hrs During Trading. 10. 02/26/2026 - Olympus Private Wealth Advisors, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 200 hours per month/ 130 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-22 |
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