Best Investors Account Sign in
Current Employers
Stratos Wealth Partners, Ltd

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-02-01
OH RA APPROVED 2010-08-13
  • FL RA
    APPROVED
    Since 2019-02-01
  • OH RA
    APPROVED
    Since 2010-08-13

Branch Locations

33 River Street Suite 7, Chagrin Falls, OH 44022 • United States

Santa Rosa Beach, FL • United States

Richfield, OH • 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 Beachwood OH 02/2009 Present
Stratos Wealth Partners, Ltd Beachwood OH 08/2010 Present
Previous Registrations
  • 2002-11-29 → 2009-02-26
    Aspen Management Group Ltd
    Beachwood, OH
Other Businesses

1. 02/26/2009 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 2. 8/13/2010 - Stratos Wealth Partners, Ltd - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 2/2009 - Time Spent 80% - I provide investment advisory services through Stratos Wealth Partners, Ltd, an independent investment advisor firm. I started this business activity in 2/2009. I expect to spend approximately 120 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. 9/24/2013: STRATOS WEALTH PARTNERS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 4/5/2023 - Stratos Wealth Partners - DBA: White Blaze Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 04/01/2023 - 120 Hours Per Month/120 Hours During Securities Trading 5. 4/11/2023 - White Blaze Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 04/01/2023 - 20 Hours Per Month/20 Hours During Securities Trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-09-01
  • S63 Uniform Securities Agent State Law Examination
    1987-09-01

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Chagrin Falls, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor