DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at STRATOS WEALTH ADVISORS LLC
Hudson, 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 | Apr 15, 2026 | n/a | yes | Hudson, OH | Current employment |
| MORGAN STANLEY | Wirehouse | Aug 15, 2016 | Apr 16, 2026 | no | Cleveland, OH|Pepper Pike, OH | Previous registration |
| GLOBAL RETIREMENT PARTNERS LLC | Institutional manager | Apr 10, 2015 | Aug 15, 2016 | no | CLEVELAND, OH | Previous registration |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Sep 21, 2011 | May 1, 2015 | no | CLEVELAND, OH|CLEVELAND, OH | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Nov 30, 2010 | Nov 21, 2011 | no | CLEVELAND, OH|FORT MILL, SC | Previous registration |
| NRP ADVISORS, INC. | n/a | Jul 11, 2008 | Nov 30, 2010 | no | CLEVELAND, OH|BRYAN, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | STRATOS WEALTH ADVISORS LLC | Apr 16, 2026 | Apr 15, 2026 | -1 | Firm change | Wirehouse to RIA |
| GLOBAL RETIREMENT PARTNERS LLC | MORGAN STANLEY | Aug 15, 2016 | Aug 15, 2016 | 0 | Firm change | Other |
| INDEPENDENT FINANCIAL PARTNERS | GLOBAL RETIREMENT PARTNERS LLC | May 1, 2015 | Apr 10, 2015 | -21 | Firm change | Other |
| LPL FINANCIAL LLC | INDEPENDENT FINANCIAL PARTNERS | Nov 21, 2011 | Sep 21, 2011 | -61 | Firm change after gap | Other |
| NRP ADVISORS, INC. | LPL FINANCIAL LLC | Nov 30, 2010 | Nov 30, 2010 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 125112:172011:OH:2015-05-01 | May 1, 2015 | Apr 10, 2015 | CLEVELAND, OH | Firm change |