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5005 Rockside Road Suite 1200, Independence, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-05-31 |
Branch Locations
5005 Rockside Road Suite 1200, Independence, OH 44131 • United States
5005 Rockside Road Suite 1200, Independence, OH 44131-6829 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-08-05 |
Branch Locations
5005 Rockside Road Suite 1200, Independence, OH 44131-6829 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Wealth Partners, Ltd | Independence | OH | 07/2018 | Present |
| Ohio University | Athens | OH | 08/2014 | 05/2018 |
| Swp Investment Management Llc | Independence | OH | 04/2024 | Present |
Portfolio Manager at Strategic Wealth Partners, an investment advisory firm located at 5005 Rockside Rd, Independence, OH 44131. Responsible for portfolio management and investment strategy. Activity commenced June 4, 2018. Devotes approximately 160 hours per month, including 130 hours during securities trading hours. Investment related activity.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-21 |
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