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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-06-22 |
| VA | RA | APPROVED | 2017-06-22 |
Branch Locations
46179 Lakeside Drive Suite 330, Sterling, VA 20165 • United States
1065 Andrew Drive, West Chester, PA 19380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Potomac Falls | VA | 06/2011 | Present |
| Wealthcare Advisory Partners, Llc | Potomac Falls | VA | 08/2017 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-07 |
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