Lonnie Gordon Ogulnick

Employer firm

Thepartners Wealth Management CRD 314816

$1.18B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars
• TAMP PROGRAM/MODEL MANAGER/SUB ADVISOR

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2002 → 12/2016
  Ladenburg, Thalmann & Co., Inc.
  New York, NY
• 01/2017 → 07/2020
  Investacorp Inc
  Miami, FL
• 01/2017 → 07/2020
  Investacorp Advisory Services
  Miami, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  Miami, FL
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  Miami, FL
• 06/2024 → 12/2025
  Osaic Wealth, Inc.
  Miami, FL
• 12/2025 → Present
  Thepartners Wealth Management
  Carmel By The Sea, CA

Previous Registrations

• 2024-06-14 → 2025-12-08
  Osaic Wealth, Inc.
  Miami, FL
• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  Miami, FL
• 2017-01-10 → 2020-07-17
  Investacorp Advisory Services Inc
  Miami, FL
• 2004-07-23 → 2017-01-03
  Ladenburg Thalmann Asset Management Inc
  New York, NY
  Miami, FL

Other Businesses

OG MONEY MOTIVATION POSITION: ceo NATURE: motivational sales, book sales and coaching, podcasting INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2017 ADDRESS: 1516 island blvd, aventura FL 33160 DESCRIPTION: wrote a motivational book and look to help motivate people in sales and life skills GORDON WEALTH INSURANCE POSITION: representative NATURE: life insurance, annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 2 START DATE: 07/02/2020 ADDRESS: 4400 biscayne blvd, #14, miami FL 33137, United States DESCRIPTION: sale of insurance and annuity through florida 2-15 license HAUTE TEAM POSITION: agent NATURE: real estate INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/02/2019 ADDRESS: 1000 e island blvd suite 2509, aventura FL 33160, United States DESCRIPTION: real estate transactions finding buyers and sellers and brokering the transactions RSG ATLANTIC LLC POSITION: partner NATURE: boat rental INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/09/2020 ADDRESS: 7901 4th st n, st petersburg FL 33702, United States DESCRIPTION: chartering a boat while we have it listed for sale. inherited boat from family after a death. looking tocover expenses while we find a buyer

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-07-14
• S63 Uniform Securities Agent State Law Examination
  1998-07-24

Other Names

• Lonnie Ogulnick