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Strategic Wealth Partners LLC CRD 336564
$102M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
230 Franklin Rd Building 2B, Franklin, TN 37064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-11-26 |
| TX | RA | APPROVED_RES | 2025-10-07 |
| KY | RA | APPROVED | 2025-10-06 |
Branch Locations
Fort Thomas, KY • United States
230 Franklin Rd Building 2B, Franklin, TN 37064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Covington | KY | 06/2014 | 06/2017 |
| Wjw Management | Covington | KY | 06/2017 | 08/2018 |
| Ubs Financial Services Inc | Cincinnati | OH | 08/2018 | 04/2023 |
| Whole Foods Market | Cincinnati | OH | 11/2017 | 05/2018 |
| Foundations Investment Advisors, Llc | Thomas | KY | 08/2023 | 09/2025 |
| Unemployed | Thomas | KY | 05/2023 | 07/2023 |
| Strategic Wealth Partners Llc | Franklin | TN | 09/2025 | Present |
PERFECT NORTH SLOPES, SKI PATROL ;19074 PERFECT LANE, LAWRENCEBURG, INDIANA,47025 ;SKI RESORT, OUTDOOR RECREATION; NOT INVESTMENT RELATED;PATROLLER; PROMOTE SAFE ENJOYMENT OF SNOW SPORTS, ADMINISTERING EMERGENCY FIRST AID CARE WHEN NECESSARY; STARTED12/19/2015; 12 HOURS PER MONTH BUT AS OF 2025, 4 HOURS PER MONTH ON AVERAGE; 0 HOURS PER MONTH DURING SECURITIES HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-25 |
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