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5005 Rockside Road Suite 1200, Independence, OH 44131-6829 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-10-25 |
| NY | RA | APPROVED | 2022-09-02 |
| TX | RA | APPROVED | 2022-09-02 |
| CA | RA | APPROVED | 2018-04-20 |
| OH | RA | APPROVED | 2017-11-21 |
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 | Independence | OH | 01/2017 | Present |
| Wealth Design Services | Rochester | NY | 12/2015 | 01/2017 |
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