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RIA / WealthAdvisor25 years in industry

SEAN ALLEN ORICK

Advisor at STRATEGIC WEALTH PARTNERS, LTD.

INDEPENDENCE, OH | St Pertersburg, FL

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Search this name across graphsid dfx:ria:078a88d2-93e8-83ff-e742-ea644357d1f1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 2, 2002 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: STRATEGIC WEALTH PARTNERS, LTD.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 27, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Feb 27, 2001
First registration: Oct 2, 2002
Dual registered: no
IAPD individual key: 3124756

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
STRATEGIC WEALTH PARTNERS, LTD.	Independent wealth	Jul 2, 2025	n/a	yes	INDEPENDENCE, OH\|St Pertersburg, FL	Current employment
Onedigital	Institutional manager	Mar 23, 2017	Oct 8, 2025	no	Saint Petersbug, FL\|OVERLAND PARK, KS	Previous registration
INDEPENDENT FINANCIAL GROUP, LLC	Bd affiliated wealth	Jul 31, 2014	Mar 7, 2017	no	Ft. Lauderdale, FL\|SAN DIEGO, CA	Previous registration
ADVISEME NATIONAL ADVISORS	Former SEC adviser	Jan 7, 2014	Mar 17, 2017	no	TAMPA, FL\|CLEVELAND, OH\|PLANTATION, FL\|Ft. Lauderdale, FL	Previous registration
ASSET ADVISORS OF AMERICA, LLC	Former SEC adviser	Jun 20, 2008	Dec 3, 2013	no	LONGWOOD, FL\|TAMPA, FL\|LONGWOOD, FL\|TAMPA, FL	Previous registration
SECURITIES RESEARCH, INC. OF FLORIDA	n/a	Oct 2, 2002	Dec 10, 2013	no	VERO BEACH, FL\|VERO BEACH, FL	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
Onedigital	STRATEGIC WEALTH PARTNERS, LTD.	Oct 8, 2025	Jul 2, 2025	-98	Firm change after gap	Other
ADVISEME NATIONAL ADVISORS	INDEPENDENT FINANCIAL GROUP, LLC	Mar 17, 2017	Jul 31, 2014	-960	Firm change after gap	Other
INDEPENDENT FINANCIAL GROUP, LLC	Onedigital	Mar 7, 2017	Mar 23, 2017	16	Firm change	Other
SECURITIES RESEARCH, INC. OF FLORIDA	ASSET ADVISORS OF AMERICA, LLC	Dec 10, 2013	Jun 20, 2008	-1,999	Firm change after gap	Other
ASSET ADVISORS OF AMERICA, LLC	ADVISEME NATIONAL ADVISORS	Dec 3, 2013	Jan 7, 2014	35	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
106766:148586:KS:2025-10-08	Oct 8, 2025	Jul 2, 2025	OVERLAND PARK, KS	Firm change after gap

Relationships

Registered with (6)

→ STRATEGIC WEALTH PARTNERS, LTD.Registered adviserregistration: current employment
Jul 2, 2025 to presentfactForm ADV
→ ONEDIGITALRegistered adviserregistration: previous registration
Mar 23, 2017 to Oct 8, 2025factForm ADV
→ ADVISEME NATIONAL ADVISORSRegistered adviserregistration: previous registration
Jan 7, 2014 to Mar 17, 2017factForm ADV
→ INDEPENDENT FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Jul 31, 2014 to Mar 7, 2017factForm ADV
→ SECURITIES RESEARCH, INC. OF FLORIDARegistered adviserregistration: previous registration
Oct 2, 2002 to Dec 10, 2013factForm ADV
→ ASSET ADVISORS OF AMERICA, LLCRegistered adviserregistration: previous registration
Jun 20, 2008 to Dec 3, 2013factForm ADV

Dated events

Occurred
Oct 8, 2025
Advisor changed firm
Sean Allen Orick left Onedigital for Strategic Wealth Partners, Ltd. (registered 2025-07-02)
Form ADVobserved 4 days ago