Inactive

Brooke Ashley Bees

Wick Capital Partners, LLC

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Current Employers

Wick Capital Partners, Llc

150 N. Radnor Chester Road Suite A225, Wayne, PA 19087 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2024-11-27

PA RA
APPROVED

Since 2024-11-27

Branch Locations

150 N. Radnor Chester Road Suite A225, Wayne, PA 19087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Mercer Global Advisors Inc.	Radnor	PA	09/2015	11/2019
West Capital Management	Philadelphia	PA	12/2019	09/2023
Mission Wealth Management, Lp	Santa Barbara	CA	09/2023	Present

09/2015 → 11/2019

Mercer Global Advisors Inc.

Radnor, PA
12/2019 → 09/2023

West Capital Management

Philadelphia, PA
09/2023 → Present

Mission Wealth Management, Lp

Santa Barbara, CA

Previous Registrations

2023-09-26 → 2024-12-03

Mission Wealth Management, Lp

Wynnewood, PA

Santa Barbara, CA
2020-02-06 → 2023-09-14

Bryn Mawr Trust Advisors, Llc

Philadelphia, PA
2011-03-04 → 2019-11-20

Mercer Global Advisors Inc.

Radnor, PA

Radnor, PA
2008-04-15 → 2010-12-23

Park Avenue Securities Llc

King Of Prussia, PA
2002-07-24 → 2004-06-03

New England Securities

Newtown Square, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-04-03
S63	Uniform Securities Agent State Law Examination	1999-12-30

S66 Uniform Combined State Law Examination

2008-04-03
S63 Uniform Securities Agent State Law Examination

1999-12-30

Designations

Other Names

Brooke Ashley Hellar
Brooke Ashley Hellar

View on SEC IAPD

Other Firms

ADDIS & HILL, INCORPORATED

CHARLES SCHWAB & CO., INC.

PNC WEALTH MANAGEMENT LLC

HORNOR, TOWNSEND & KENT, LLC

TODOROW CAPITAL PARTNERS LLC

HARVEST FUND ADVISORS LLC

ACT CAPITAL MANAGEMENT, LLC

FOCUS PARTNERS WEALTH, LLC

Other Investors

Kelly F Bashore

KENT RUSSELL ADDIS

Flynn Michael Ryan

PETER MASTROMARCO

KENNETH WAYNE LISKEY

Colleen Maura Lotto

Other Offices

ADDIS & HILL, INCORPORATED · WAYNE, PA

CHARLES SCHWAB & CO., INC. · Wayne, PA

PNC WEALTH MANAGEMENT LLC · Wayne, PA

HORNOR, TOWNSEND & KENT, LLC · WAYNE, PA

TODOROW CAPITAL PARTNERS LLC · WAYNE, PA

HARVEST FUND ADVISORS LLC · WAYNE, PA

ACT CAPITAL MANAGEMENT, LLC · WAYNE, PA

FOCUS PARTNERS WEALTH, LLC · Wayne, PA

More in Wayne, PA

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