DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

Megan Lynn Heaton

Advisor at STRATOS WEALTH PARTNERS, LTD

Superior Twp, MI | 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:e2d16c66-9552-d609-a2db-ca5f9c955640

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Nov 16, 2015 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: Jan 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Nov 12, 2015
First registration: Nov 16, 2015
Dual registered: yes, broker-dealer
IAPD individual key: 5531597

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	Jun 22, 2026	n/a	yes	Superior Twp, MI\|Beachwood, OH	Current employment
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Apr 27, 2022	May 22, 2026	no	Ypsilanti, MI\|N. OLMSTED, OH\|ANN ARBOR, MI	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 14, 2019	May 16, 2022	no	SUPERIOR TWP., MI\|FORT MILL, SC\|Saline, MI\|BOSTON, MA	Previous registration
Spc	Bd affiliated wealth	Nov 16, 2015	May 9, 2019	no	ANN ARBOR, MI	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
PNC WEALTH MANAGEMENT	STRATOS WEALTH PARTNERS, LTD	May 22, 2026	Jun 22, 2026	31	Firm change	Ibd to ibd
LPL FINANCIAL LLC	PNC WEALTH MANAGEMENT	May 16, 2022	Apr 27, 2022	-19	Firm change	RIA to ibd
Spc	LPL FINANCIAL LLC	May 9, 2019	May 14, 2019	5	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ STRATOS WEALTH PARTNERS, LTDRegistered adviserregistration: current employment
Jun 22, 2026 to presentfactForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Apr 27, 2022 to May 22, 2026factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 14, 2019 to May 16, 2022factForm ADV
→ SPCRegistered adviserregistration: previous registration
Nov 16, 2015 to May 9, 2019factForm ADV

Dated events

Occurred
May 22, 2026
Advisor changed firm
Megan Lynn Heaton left Pnc Wealth Management for Stratos Wealth Partners, Ltd (registered 2026-06-22)
Form ADVobserved 4 days ago
Occurred
May 16, 2022
Advisor changed firm
Megan Lynn Heaton left Lpl Financial Llc for Pnc Wealth Management (registered 2022-04-27)
Form ADVobserved 4 days ago