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Advisor at STRATOS WEALTH PARTNERS, LTD
Howell, NJ | Marlton, NJ
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 | Sep 4, 2018 | n/a | yes | Marlton, NJ|Howell, NJ | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jul 17, 2024 | Nov 25, 2024 | no | MARLTON, NJ|HOWELL, NJ | Previous registration |
| WBI INVESTMENTS, LLC | Independent wealth | Jul 27, 2015 | Sep 20, 2016 | no | RED BANK, NJ | Previous registration |
| WBI INVESTMENTS, LLC | Independent wealth | Nov 18, 2011 | May 27, 2015 | no | RED BANK, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | n/a | Nov 25, 2024 | n/a | n/a | Departure no registered destination | Departure |
| WBI INVESTMENTS, LLC | STRATOS WEALTH PARTNERS, LTD | Sep 20, 2016 | Sep 4, 2018 | 714 | Firm change after gap | Other |