Best Investors Account Sign in
Current Employers
Swp Investment Management Llc

5005 Rockside Road Suite 1200, Independence, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-05-31
  • OH RA
    APPROVED
    Since 2024-05-31

Branch Locations

5005 Rockside Road Suite 1200, Independence, OH 44131 • United States

Strategic Wealth Partners, Ltd.

5005 Rockside Road Suite 1200, Independence, OH 44131-6829 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-09-02
OH RA APPROVED 2010-01-04
  • NY RA
    APPROVED
    Since 2022-09-02
  • OH RA
    APPROVED
    Since 2010-01-04

Branch Locations

5005 Rockside Road Suite 1200, Independence, OH 44131-6829 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Strategic Wealth Partners, Ltd. (148586) Seven Hills OH 01/2010 Present
Swp Investment Management Llc Independence OH 04/2024 Present
  • 01/2010 → Present
    Strategic Wealth Partners, Ltd. (148586)
    Seven Hills, OH
  • 04/2024 → Present
    Independence, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-22
  • S65 Uniform Investment Adviser Law Examination
    2009-12-22

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Independence, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor