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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
OH RA APPROVED 2021-01-25
  • OH RA
    APPROVED
    Since 2021-01-25

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 Independence OH 03/2019 Present
Wesbanco Wheeling WV 01/2016 03/2019
Swp Investment Management Llc Independence OH 04/2024 Present
  • 03/2019 → Present
    Strategic Wealth Partners
    Independence, OH
  • 01/2016 → 03/2019
    Wesbanco
    Wheeling, WV
  • 04/2024 → Present
    Independence, OH
Designations

View on SEC IAPD

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