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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-05 |
Branch Locations
1065 Andrew Drive, West Chester, PA 19380 • United States
Doylestown, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Center Valley | PA | 01/2012 | 12/2025 |
| Wealthcare Advisory Partners Llc | Doylestown | PA | 01/2026 | Present |
| Advice And Planning Services | Doylestown | PA | 02/2012 | 12/2025 |
1) Sole Proprietorship; Investment-related; Doylestown, PA. 18902; Residential Rental Real Estate; Owner; 7/14/2004; 20 hours per month; 0 during trading hours; Manage personal portfolio of rental properties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-03 |
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