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Advisor at STRATOS WEALTH ADVISORS LLC
Wexford, PA
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 | Jun 5, 2018 | n/a | yes | Wexford, PA | Current employment |
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | Jan 13, 2016 | Jun 29, 2018 | no | PLYMOUTH MEETING, PA|Pittsburgh, PA|BOSTON, MA | Previous registration |
| SELECT FINANCIAL GROUP, LLC | Former SEC adviser | Dec 20, 2001 | Apr 4, 2011 | no | CARNEGIE, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CITIZENS SECURITIES, INC. | STRATOS WEALTH ADVISORS LLC | Jun 29, 2018 | Jun 5, 2018 | -24 | Firm change | Ibd to RIA |
| SELECT FINANCIAL GROUP, LLC | CITIZENS SECURITIES, INC. | Apr 4, 2011 | Jan 13, 2016 | 1,745 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 39550:283816:MA:2018-06-29 | Jun 29, 2018 | Jun 5, 2018 | BOSTON, MA | Firm change |