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Advisor at STRATOS WEALTH ADVISORS LLC
Pepper Pike, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| STRATOS WEALTH ADVISORS LLC | Independent wealth | Dec 13, 2023 | n/a | yes | Pepper Pike, OH | Current employment |
| BEACON FINANCIAL ADVISORY LLC | Independent wealth | Apr 9, 2020 | Dec 14, 2023 | no | CLEVELAND, OH | Previous registration |
| DAKOTA WEALTH, LLC | Independent wealth | Jul 16, 2019 | Dec 11, 2019 | no | PALM BEACH GARDENS, FL|AKRON, OH | Previous registration |
| SPRINGSIDE PARTNERS LLC | Former SEC adviser | Apr 16, 2019 | Nov 1, 2019 | no | AKRON, OH | Previous registration |
| SEQUOIA FINANCIAL GROUP, L.L.C. | Independent wealth | Oct 3, 2016 | Apr 10, 2019 | no | Beachwood, OH|AKRON, OH | Previous registration |
| RAV FINANCIAL | Former SEC adviser | May 10, 2004 | Oct 28, 2016 | no | BEACHWOOD, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BEACON FINANCIAL ADVISORY LLC | STRATOS WEALTH ADVISORS LLC | Dec 14, 2023 | Dec 13, 2023 | -1 | Firm change | RIA to RIA |
| DAKOTA WEALTH, LLC | BEACON FINANCIAL ADVISORY LLC | Dec 11, 2019 | Apr 9, 2020 | 120 | Firm change | RIA to RIA |
| SPRINGSIDE PARTNERS LLC | DAKOTA WEALTH, LLC | Nov 1, 2019 | Jul 16, 2019 | -108 | Firm change after gap | RIA to RIA |
| SEQUOIA FINANCIAL GROUP, L.L.C. | SPRINGSIDE PARTNERS LLC | Apr 10, 2019 | Apr 16, 2019 | 6 | Firm change | RIA to RIA |
| RAV FINANCIAL | SEQUOIA FINANCIAL GROUP, L.L.C. | Oct 28, 2016 | Oct 3, 2016 | -25 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 174334:283816:OH:2023-12-14 | Dec 14, 2023 | Dec 13, 2023 | CLEVELAND, OH | Firm change |
| 172934:297987:OH:2019-11-01 | Nov 1, 2019 | Jul 16, 2019 | AKRON, OH | Firm change after gap |
| 106632:117756:OH:2016-10-28 | Oct 28, 2016 | Oct 3, 2016 | BEACHWOOD, OH | Firm change |