DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at STRATOS WEALTH PARTNERS, LTD
BEACHWOOD, OH
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 10, 2020 | n/a | yes | BEACHWOOD, OH | Current employment |
| SIKICH FINANCIAL | Independent wealth | Jun 8, 2016 | Jan 28, 2020 | no | Akron, OH|SPRINGFIELD, IL|Akron, OH | Previous registration |
| BCG WEALTH ADVISORS, LLC | n/a | Feb 27, 2015 | Jun 6, 2016 | no | AKRON, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SIKICH FINANCIAL | STRATOS WEALTH PARTNERS, LTD | Jan 28, 2020 | Sep 10, 2020 | 226 | Firm change | RIA to ibd |
| BCG WEALTH ADVISORS, LLC | SIKICH FINANCIAL | Jun 6, 2016 | Jun 8, 2016 | 2 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 158169:142640:OH:2016-06-06 | Jun 6, 2016 | Jun 8, 2016 | AKRON, OH | Firm change |