DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)40 years in industry

JEFFREY GEORGE KITZBERGER

Advisor at STRATOS WEALTH PARTNERS, LTD

Beachwood, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ba7209c9-615b-b25b-84da-99fdeca69aa3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 13, 1999 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATOS WEALTH PARTNERS, LTD
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 1985earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Jun 22, 1989
First registration: Aug 13, 1999
Dual registered: yes, broker-dealer
IAPD individual key: 1438825

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATOS WEALTH PARTNERS, LTD	Bd affiliated wealth	Sep 28, 2010	n/a	yes	Beachwood, OH	Current employment
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Sep 30, 2010	no	WESTLAKE, OH\|Pepper Pike, OH	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Aug 14, 2008	Jun 1, 2009	no	WESTLAKE, OH	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Aug 13, 1999	Aug 22, 2008	no	PEPPER PIKE, OH\|BEACHWOOD, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MORGAN STANLEY	STRATOS WEALTH PARTNERS, LTD	Sep 30, 2010	Sep 28, 2010	-2	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
UBS FINANCIAL SERVICES INC.	CITIGROUP GLOBAL MARKETS INC.	Aug 22, 2008	Aug 14, 2008	-8	Firm change	Other

Relationships

Registered with (4)

→ STRATOS WEALTH PARTNERS, LTDRegistered adviserregistration: current employment
Sep 28, 2010 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Sep 30, 2010factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Aug 14, 2008 to Jun 1, 2009factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Aug 13, 1999 to Aug 22, 2008factForm ADV

Dated events

No dated event names this entity yet.