DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at STRATEGIC WEALTH PARTNERS LLC
North Charleston, SC | FRANKLIN, TN
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 |
|---|---|---|---|---|---|---|
| STRATEGIC WEALTH PARTNERS LLC | Independent wealth | Nov 13, 2025 | n/a | yes | North Charleston, SC|FRANKLIN, TN | Current employment |
| ADVISOR SHARE WEALTH MANAGEMENT, LLC | Independent wealth | Apr 7, 2025 | Nov 17, 2025 | no | VANCOUVER, WA|North Charleston, SC | Previous registration |
| FOUNDATIONS INVESTMENT ADVISORS LLC | Independent wealth | Feb 23, 2024 | Apr 7, 2025 | no | Lake Mary, FL|PHOENIX, AZ|Fort Mill, SC|Charleston, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVISOR SHARE WEALTH MANAGEMENT, LLC | STRATEGIC WEALTH PARTNERS LLC | Nov 17, 2025 | Nov 13, 2025 | -4 | Firm change | RIA to RIA |
| FOUNDATIONS INVESTMENT ADVISORS LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC | Apr 7, 2025 | Apr 7, 2025 | 0 | Firm change | RIA to RIA |