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Current Employers
Wealthcare Advisory Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-02-18
  • LA RA
    APPROVED
    Since 2026-02-18

Branch Locations

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

Shreveport, LA • United States

Disclosures

4 disclosure categories 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 Yes
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Prospera Financial Services Dallas TX 06/2013 06/2017
Kestra Financial, Inc Kernersville NC 06/2017 10/2020
Quants Capital Management, Inc. Winston Salem NC 11/2020 01/2026
Wealthcare Advisory Partners Llc Dba Eagle Financial Shreveport LA 02/2026 Present
  • 06/2013 → 06/2017
    Prospera Financial Services
    Dallas, TX
  • 06/2017 → 10/2020
    Kestra Financial, Inc
    Kernersville, NC
  • 11/2020 → 01/2026
    Quants Capital Management, Inc.
    Winston Salem, NC
  • 02/2026 → Present
    Wealthcare Advisory Partners Llc Dba Eagle Financial
    Shreveport, LA
Previous Registrations
Other Businesses

1) Eagle Partners LLC; Investment-related; North Wilkesboro, NC. 28659; Investment partnership; Member; 9/26/2024; 2-4 hours per month; 0 during trading hours; Member, analytic and strategic services

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-30
S66 Uniform Combined State Law Examination 2003-09-08
  • S65 Uniform Investment Adviser Law Examination
    2025-06-30
  • S66 Uniform Combined State Law Examination
    2003-09-08

View on SEC IAPD

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