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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 | Mar 10, 2024 | n/a | yes | INDEPENDENCE, OH | Current employment |
| Facet | Independent wealth | Dec 10, 2020 | Jan 3, 2024 | no | CANTON, OH|WEST PALM BEACH, FL | Previous registration |
| AFFINITY WEALTH LLC | Independent wealth | May 21, 2019 | Nov 28, 2020 | no | CANTON, OH | Previous registration |
| TRUE WEALTH DESIGN, LLC | Independent wealth | Jul 16, 2018 | May 16, 2019 | no | AKRON, OH | Previous registration |
| M&T SECURITIES, INC. | n/a | Feb 21, 2018 | Apr 27, 2018 | no | BUFFALO, NY|MONTICELLO, NY|LIBERTY, NY|PORT JERVIS, NY|MECHANICSVILLE, VA|ASHLAND, VA|GLEN ALLEN, VA|RICHMOND, VA|RICHMOND, VA|West Milford, NJ | Previous registration |
| HUNTER ASSOCIATES LLC | Independent wealth | Sep 2, 2015 | Oct 11, 2017 | no | SALEM, OH | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 18, 2013 | Aug 31, 2015 | no | CANTON, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Facet | STRATEGIC WEALTH PARTNERS, LTD. | Jan 3, 2024 | Mar 10, 2024 | 67 | Firm change | RIA to RIA |
| AFFINITY WEALTH LLC | Facet | Nov 28, 2020 | Dec 10, 2020 | 12 | Firm change | RIA to RIA |
| TRUE WEALTH DESIGN, LLC | AFFINITY WEALTH LLC | May 16, 2019 | May 21, 2019 | 5 | Firm change | RIA to RIA |
| M&T SECURITIES, INC. | TRUE WEALTH DESIGN, LLC | Apr 27, 2018 | Jul 16, 2018 | 80 | Firm change | Other |
| HUNTER ASSOCIATES LLC | M&T SECURITIES, INC. | Oct 11, 2017 | Feb 21, 2018 | 133 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | HUNTER ASSOCIATES LLC | Aug 31, 2015 | Sep 2, 2015 | 2 | Firm change | Other |