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Advisor at STRATEGIC WEALTH PARTNERS, LTD.
San Juan, PR | 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 | Aug 13, 2025 | n/a | yes | INDEPENDENCE, OH|San Juan, PR | Current employment |
| Onedigital | Institutional manager | Mar 27, 2017 | Oct 8, 2025 | no | Guaynabo, PR|OVERLAND PARK, KS|San Juan, PR | Previous registration |
| ADVISEME NATIONAL ADVISORS | Former SEC adviser | Jan 30, 2015 | Apr 3, 2017 | no | GUAYNABO, PR|CLEVELAND, OH | Previous registration |
| INDEPENDENT FINANCIAL GROUP, LLC | Bd affiliated wealth | Dec 23, 2014 | Mar 27, 2017 | no | SAN DIEGO, CA|Guaynabo, PR | Previous registration |
| FINANCIAL TELESIS, INC. | Former SEC adviser | May 8, 2009 | May 8, 2009 | no | SAN RAFAEL, CA|HARO REY, PR|GUAYNABO, PR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Onedigital | STRATEGIC WEALTH PARTNERS, LTD. | Oct 8, 2025 | Aug 13, 2025 | -56 | Firm change after gap | Other |
| ADVISEME NATIONAL ADVISORS | Onedigital | Apr 3, 2017 | Mar 27, 2017 | -7 | Firm change | Other |
| INDEPENDENT FINANCIAL GROUP, LLC | ADVISEME NATIONAL ADVISORS | Mar 27, 2017 | Jan 30, 2015 | -787 | Firm change after gap | Other |
| FINANCIAL TELESIS, INC. | INDEPENDENT FINANCIAL GROUP, LLC | May 8, 2009 | Dec 23, 2014 | 2,055 | Firm change after gap | Other |