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Advisor at STRATOS WEALTH PARTNERS, LTD
Chagrin Falls, 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 PARTNERS, LTD | Bd affiliated wealth | Oct 5, 2023 | n/a | yes | Chagrin Falls, OH | Current employment |
| MORGAN STANLEY | Wirehouse | Nov 1, 2018 | Oct 6, 2023 | no | Pepper Pike, OH | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Apr 13, 2018 | Nov 1, 2018 | no | CLEVELAND, OH | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Mar 4, 2016 | Mar 22, 2018 | no | Richfield, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | STRATOS WEALTH PARTNERS, LTD | Oct 6, 2023 | Oct 5, 2023 | -1 | Firm change | Wirehouse to ibd |
| PNC WEALTH MANAGEMENT | MORGAN STANLEY | Nov 1, 2018 | Nov 1, 2018 | 0 | Firm change | Ibd to wirehouse |
| CHARLES SCHWAB & CO., INC. | PNC WEALTH MANAGEMENT | Mar 22, 2018 | Apr 13, 2018 | 22 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:153184:OH:2023-09-22 | Oct 6, 2023 | Oct 5, 2023 | PEPPER PIKE, OH | Firm change |
| 129052:149777:OH:2018-11-01 | Nov 1, 2018 | Nov 1, 2018 | CLEVELAND, OH | Firm change |