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Current Employers
Strategic Wealth Partners, Ltd.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-12-12
  • OH RA
    APPROVED
    Since 2025-12-12

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 Independence OH 06/2025 Present
Sherwin Williams Cleveland OH 04/2023 04/2024
Cleveland Clinic Independence OH 05/2024 08/2024
John Caroll University University Heights OH 08/2021 05/2025
Hudson High School Hudson OH 08/2017 05/2021
Hudson Middle School Hudson OH 08/2014 05/2017
Swensons Stow OH 05/2022 08/2022
  • 06/2025 → Present
    Independence, OH
  • 04/2023 → 04/2024
    Sherwin Williams
    Cleveland, OH
  • 05/2024 → 08/2024
    Cleveland Clinic
    Independence, OH
  • 08/2021 → 05/2025
    John Caroll University
    University Heights, OH
  • 08/2017 → 05/2021
    Hudson High School
    Hudson, OH
  • 08/2014 → 05/2017
    Hudson Middle School
    Hudson, OH
  • 05/2022 → 08/2022
    Swensons
    Stow, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-21
  • S65 Uniform Investment Adviser Law Examination
    2025-11-21

View on SEC IAPD

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