DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Sean Allen Orick
Feed of 09/14/2026
At current firm
1 y
since Jul 2, 2025
In the industry
25 y
since Feb 27, 2001 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Strategic Wealth Partners, Ltd. independent RIA currentsince Jul 2, 2025 · Independence, Oh
- Onedigital institutionalMar 23, 2017 to Oct 8, 2025 · Saint Petersbug, Fl
- Independent Financial Group, LLC BD affiliatedJul 31, 2014 to Mar 7, 2017 · Ft. Lauderdale, Fl
- Adviseme National Advisors formerJan 7, 2014 to Mar 17, 2017 · Tampa, Fl
- Asset Advisors Of America, LLC formerJun 20, 2008 to Dec 3, 2013 · Longwood, Fl
- Securities Research, Inc. Of Florida unclassifiedOct 2, 2002 to Dec 10, 2013 · Vero Beach, Fl
Moves
a registration end followed by a registration begin elsewhere
- Onedigital to Strategic Wealth Partners, Ltd.left Oct 8, 2025, registered Jul 2, 2025 (-98 days) · Other · moved with a team
- Adviseme National Advisors to Independent Financial Group, LLCleft Mar 17, 2017, registered Jul 31, 2014 (-960 days) · Other
- Independent Financial Group, LLC to Onedigitalleft Mar 7, 2017, registered Mar 23, 2017 (16 days) · Other
- Securities Research, Inc. Of Florida to Asset Advisors Of America, LLCleft Dec 10, 2013, registered Jun 20, 2008 (-1999 days) · Other
- Asset Advisors Of America, LLC to Adviseme National Advisorsleft Dec 3, 2013, registered Jan 7, 2014 (35 days) · Other
Signals
- Sean Allen Orick left Onedigital for Strategic Wealth Partners, Ltd. (registered 2025-07-02)Oct 8, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address