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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-04-28 |
| TX | RA | APPROVED_RES | 2022-04-28 |
Branch Locations
1065 Andrew Drive, West Chester, PA 19380 • United States
391 Springfield Ave Suite 1E, Berkeley Heights, NJ 07922 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc | Portland | OR | 07/2011 | 04/2022 |
| Greenberg & Rapp Financial Group | East Hanover | NJ | 07/2011 | 04/2022 |
| Wealthcare Advisory Partners Llc | Berkeley Heights | NJ | 04/2022 | Present |
| Lpl Financial Llc | Berkeley Heights | NJ | 04/2022 | Present |
1.04/28/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name WealthScorz; Investment Related; at Reported Business Location(s); Start Date 10/01/2021; 160hrs/mth; 8hrs during trading 2.04/28/2022; 9 O'Neill, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 07/15/2021; .5hrs/mth; 0hrs during trading 3.05/04/2022; (Hybrid) Wealthcare Advisory Partners, LLC / Wealthcare Advisory Partners, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 11/28/2014; 160hrs/mth; 8hrs during trading; I provide investment advisory services through Wealthcare Advisory Partners, LLC, an independent investment advisor firm. I started this business activity in 11/2014. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's 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. 4.05/04/2022; (Hybrid) Wealthcare Partners; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 10/01/2021; 160hrs/mth; 8hrs during trading; 5.08/20/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name WealthScorz Financial Group; Investment Related; at Reported Business Location(s); Start Date 05/04/2022; 160hrs/mth; 8hrs during trading 6.08/07/2026; WealthScorz Financial Group; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/05/2026; 10hrs/mth; 1hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-07 |
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