Best Investors Account Sign in
Current Employers
Wealthcare Advisory Partners Llc

1065 Andrew Drive, West Chester, PA 19380 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-06-22
VA RA APPROVED 2017-06-22
  • TX RA
    APPROVED
    Since 2017-06-22
  • VA RA
    APPROVED
    Since 2017-06-22

Branch Locations

46179 Lakeside Drive Suite 330, Sterling, VA 20165 • United States

1065 Andrew Drive, West Chester, PA 19380 • 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
Lpl Financial Llc Potomac Falls VA 06/2011 Present
Wealthcare Advisory Partners, Llc Potomac Falls VA 08/2017 Present
Previous Registrations
  • 2005-11-17 → 2011-06-24
    New England Securities
    Bethesda, MD
    Elkridge, MD
    Bethesda, MD
  • 2003-06-10 → 2005-09-20
    Vienna, VA
  • 1999-09-23 → 2003-02-11
    New England Securities
    Bethesda, MD
Other Businesses

1. 06/22/2011: NON-VARIABLE INSURANCE - SALES AND IMPLEMENTATION OF EMPLOYEE BENEFITS. SELL HEALTH INSURANCE, LONG AND SHORT TERM DISABILITY INSURANCE. GROUP LIFE, HSAS, MSAS, AND HRAS. - TIME SPENT 50% - RESTON, VA. 2. 3/22/2012: NON-VARIABLE INSURANCE - OUTSIDE FIXED ANNUITIES. NOT EIA'S JUST STRAIGHT FIXED ANNUITIES. - TIME SPENT 1% - RESTON, VA. 3. 8/14/2015: GRAND OLE POTOMAC FLY FISHING GUIDES - NOT INVESTMENT RELATED - 20757 PARKSIDE CIRCLE, STERLING ,VIRGINIA 20165 703-307-0366 - OTHER-FLY FISHING GUIDE - START DATE 08/20/2015 - 10 HOURS PER MONTH/0 HOURS DURING SECURITIES TRADING - LLC OWNER. 4. 5/10/2017 - Tattersall Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/01/2017 - 200 Hours Per Month/160 Hours During Securities Trading. 5. 5/16/2017 - Tattersall Benefit Strategies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/01/2017 - 100 Hours Per Month/80 Hours During Securities Trading. 6. 8/8/2017 - WEALTHCARE ADVISORY PARTNERS LLC - DBA: (hybrid) Wealthcare holding LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 06/28/2017 - 160 Hours Per Month/7 Hours During Securities Trading - I provide investment advisory services through WEALTHCARE ADVISORY PARTNERS LLC, an independent investment advisor firm. I started this business activity in 6/2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-08-18
S63 Uniform Securities Agent State Law Examination 1995-11-07
  • S65 Uniform Investment Adviser Law Examination
    1998-08-18
  • S63 Uniform Securities Agent State Law Examination
    1995-11-07

View on SEC IAPD

More in Sterling, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor