Sean Allen Orick

Current Employers

Strategic Wealth Partners, Ltd.

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-07-02

FL RA
APPROVED

Since 2025-07-02

Branch Locations

111 Second Avenue Ne Suite 204, St Pertersburg, FL 33701 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Pension Advisors	Beachwood	OH	12/2013	03/2017
Adviseme National Advisors	Plantation	FL	12/2013	03/2017
Independent Financial Group Llc	Plantation	FL	07/2014	03/2017
Resources Investment Advisors	Overland Park	KS	03/2017	Present
Triad Advisors, Inc.	Norcross	GA	03/2017	11/2019
Strategic Wealth Partners Ltd.	Independence	OH	06/2025	Present

12/2013 → 03/2017

Pension Advisors

Beachwood, OH
12/2013 → 03/2017

Adviseme National Advisors

Plantation, FL
07/2014 → 03/2017

Independent Financial Group Llc

Plantation, FL
03/2017 → Present

Resources Investment Advisors

Overland Park, KS
03/2017 → 11/2019

Triad Advisors, Inc.

Norcross, GA
06/2025 → Present

Strategic Wealth Partners Ltd.

Independence, OH

Previous Registrations

2017-03-23 → 2025-10-08

Onedigital

Saint Petersbug, FL

Overland Park, KS
2014-01-07 → 2017-03-17

Adviseme National Advisors

Tampa, FL

Cleveland, OH

Plantation, FL

Ft. Lauderdale, FL
2014-07-31 → 2017-03-07

Independent Financial Group, Llc

Ft. Lauderdale, FL

San Diego, CA
2002-10-02 → 2013-12-10

Securities Research, Inc. Of Florida

Vero Beach, FL

Vero Beach, FL
2008-06-20 → 2013-12-03

Asset Advisors Of America, Llc

Longwood, FL

Tampa, FL

Longwood, FL

Tampa, FL

Other Businesses

1.Other Business Name: Southern Tides Consulting, LLC 2.Investment Related? No 3.Address of Other Business: 111 Second Avenue N.E., Suite 204, St. Petersburg, FL 33701 4.Nature of Other Business: Holding Company 5.Position/Title/Relationship with Other Business: Managing Member 6.Start Date: 01/2022 7.Hours Per Month: 3-4 8.Market Hours Per Month: 0-1 9.Duties Related to Other Business: Holding Company for receipt of Advisory Compensation 1.Other Business Name: Retirement Partner Advisors 2.Investment Related? Yes 3.Address of Other Business: 111 Second Avenue N.E., Suite 204, St. Petersburg, FL 33701 4.Nature of Other Business: Retirement Plan Consulting 5.Position/Title/Relationship with Other Business: Advisor/Partner 6.Start Date: 03/2017 7.Hours Per Month: 40 8.Market Hours Per Month: 5-10 9.Duties Related to Other Business: Provide Retirement Plan Consulting Services through Strategic Wealth Partners, Ltd. Resources Investment Advisors,Inc;investment related;4860 College Blvd,Overland Park,KS 66211;RIA;IAR;4/2017;160 hrs/month;6.5 hrs during trading;fee-based advisor

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2002-06-18
S63	Uniform Securities Agent State Law Examination	2001-02-27

S65 Uniform Investment Adviser Law Examination

2002-06-18
S63 Uniform Securities Agent State Law Examination

2001-02-27

View on SEC IAPD