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Advisor at STRATOS WEALTH PARTNERS, LTD
Avon, 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 | Mar 21, 2025 | n/a | yes | Avon, OH | Current employment |
| STRATEGIC INVESTMENT SOLUTIONS, INC. | Independent wealth | Dec 26, 2023 | May 29, 2025 | no | ORLAND PARK, IL|Avon, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC INVESTMENT SOLUTIONS, INC. | STRATOS WEALTH PARTNERS, LTD | May 29, 2025 | Mar 21, 2025 | -69 | Firm change after gap | RIA to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 143128:153184:OH:2025-05-29 | May 29, 2025 | Mar 21, 2025 | AVON, OH | Firm change after gap |