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RIA / WealthAdvisor28 years in industry

LONNIE GORDON OGULNICK

Advisor at THEPARTNERS WEALTH MANAGEMENT

Miami, FL | CARMEL BY THE SEA, CA

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Search this name across graphsid dfx:ria:94342ce2-0ddd-37cb-efa8-4ee5e206f9b8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 23, 2004 to Sep 15, 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: THEPARTNERS WEALTH MANAGEMENT
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: Jul 24, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 4
Exams: S65|S63
First exam: Jul 24, 1998
First registration: Jul 23, 2004
Dual registered: no
Other names: LONNIE OGULNICK
IAPD individual key: 3078454

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
THEPARTNERS WEALTH MANAGEMENT	Independent wealth	Dec 11, 2025	n/a	yes	Miami, FL\|CARMEL BY THE SEA, CA	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Jun 14, 2024	Dec 8, 2025	no	Miami, FL	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Jul 17, 2020	Jun 14, 2024	no	MIAMI, FL	Previous registration
INVESTACORP ADVISORY SERVICES INC	Former SEC adviser	Jan 10, 2017	Jul 17, 2020	no	Miami, FL	Previous registration
LADENBURG THALMANN ASSET MANAGEMENT INC	Other adviser	Jul 23, 2004	Jan 3, 2017	no	NEW YORK, NY\|MIAMI, 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
OSAIC WEALTH, INC.	THEPARTNERS WEALTH MANAGEMENT	Dec 8, 2025	Dec 11, 2025	3	Firm change	Ibd to RIA
SECURITIES AMERICA ADVISORS, INC.	OSAIC WEALTH, INC.	Jun 14, 2024	Jun 14, 2024	0	Bulk transfer	Ibd to ibd
INVESTACORP ADVISORY SERVICES INC	SECURITIES AMERICA ADVISORS, INC.	Jul 17, 2020	Jul 17, 2020	0	Bulk transfer	Ibd to ibd
LADENBURG THALMANN ASSET MANAGEMENT INC	INVESTACORP ADVISORY SERVICES INC	Jan 3, 2017	Jan 10, 2017	7	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
23131:314816:FL:2025-12-08	Dec 8, 2025	Dec 11, 2025	MIAMI, FL	Firm change
108604:109011:FL:2017-01-03	Jan 3, 2017	Jan 10, 2017	MIAMI, FL	Firm change

Relationships

Registered with (5)

→ THEPARTNERS WEALTH MANAGEMENTRegistered adviserregistration: current employment
Dec 11, 2025 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Jun 14, 2024 to Dec 8, 2025factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Jul 17, 2020 to Jun 14, 2024factForm ADV
→ INVESTACORP ADVISORY SERVICES INCRegistered adviserregistration: previous registration
Jan 10, 2017 to Jul 17, 2020factForm ADV
→ LADENBURG THALMANN ASSET MANAGEMENT INCRegistered adviserregistration: previous registration
Jul 23, 2004 to Jan 3, 2017factForm ADV

Dated events

Occurred
Dec 8, 2025
Advisor changed firm
Lonnie Gordon Ogulnick left Osaic Wealth, Inc. for Thepartners Wealth Management (registered 2025-12-11)
Form ADVobserved 5 days ago