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5005 Rockside Road Suite 1200, Independence, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-05-31 |
Branch Locations
5005 Rockside Road Suite 1200, Independence, OH 44131 • United States
5005 Rockside Road Suite 1200, Independence, OH 44131-6829 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-09-02 |
| OH | RA | APPROVED | 2010-01-04 |
Branch Locations
5005 Rockside Road Suite 1200, Independence, OH 44131-6829 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. (148586) | Seven Hills | OH | 01/2010 | Present |
| Swp Investment Management Llc | Independence | OH | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-22 |
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