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Advisor at STRATEGIC WEALTH PARTNERS, LTD.
INDEPENDENCE, 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 |
|---|---|---|---|---|---|---|
| STRATEGIC WEALTH PARTNERS, LTD. | Independent wealth | Jul 5, 2023 | n/a | yes | INDEPENDENCE, OH | Current employment |
| SAGA PARTNERS LLC | Former SEC adviser | Mar 24, 2011 | Apr 29, 2023 | no | MENTOR, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SAGA PARTNERS LLC | STRATEGIC WEALTH PARTNERS, LTD. | Apr 29, 2023 | Jul 5, 2023 | 67 | Firm change | RIA to RIA |