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Current Employers
Wealthcare Advisory Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-04-28
TX RA APPROVED_RES 2022-04-28
  • NJ RA
    APPROVED
    Since 2022-04-28
  • TX RA
    APPROVED_RES
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-05-09
S63 Uniform Securities Agent State Law Examination 1999-09-07
  • S65 Uniform Investment Adviser Law Examination
    2000-05-09
  • S63 Uniform Securities Agent State Law Examination
    1999-09-07
Designations

View on SEC IAPD

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