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Advisor at STRATOS WEALTH PARTNERS, LTD
Stamford, CT
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 | May 3, 2026 | n/a | yes | Stamford, CT | Current employment |
| YHB INVESTMENT ADVISORS INC | Independent wealth | Jun 2, 2009 | May 14, 2026 | no | New Canaan, CT|WEST HARTFORD, CT | Previous registration |
| JOHANSEN GROUP, INC. | n/a | Dec 9, 2008 | Jun 1, 2009 | no | WEST HARTFORD, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| YHB INVESTMENT ADVISORS INC | STRATOS WEALTH PARTNERS, LTD | May 14, 2026 | May 3, 2026 | -11 | Firm change | RIA to ibd |
| JOHANSEN GROUP, INC. | YHB INVESTMENT ADVISORS INC | Jun 1, 2009 | Jun 2, 2009 | 1 | Firm change | Other |