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.

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

Jan 1, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Nov 26, 2007

First registration

Dec 8, 2015

Dual registered

no

Other names

JUAN JOSE SANTIAGO

IAPD individual key

3155562

• Occurred

  Mar 19, 2026
  Advisor changed firm

  Juan Jose Santiago Marrero left Cetera Investment Advisers Llc for Strategic Wealth Partners, Ltd. (registered 2026-06-03)

  Form ADVobserved 4 days ago
• Occurred

  Oct 28, 2025
  Advisor changed firm

  Juan Jose Santiago Marrero left Oriental Financial Services Llc for Cetera Investment Advisers Llc (registered 2025-10-13)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4128e138-1ffc-9871-cc2e-16d599b8b9c3

First observed

Dec 8, 2015

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.