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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-12-02 |
Branch Locations
1065 Andrew Drive, West Chester, PA 19380 • United States
45 Rockefeller Plaza, New York, NY 10111 • 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 |
|---|---|---|---|---|
| Dinosaur Financial Group Llc | New York | NY | 10/2011 | 12/2022 |
| Rmr Wealth Management | New York | NY | 06/2013 | 12/2022 |
| Wealthcare Advisory Partners Llc | New York | NY | 12/2022 | Present |
1. INSURANCE SALES; 1374 MIDLAND AVENUE, 306, BRONXVILLE, NY. 10708; NON-INVESTMENT RELATED; APPX 10% OF TIME SPENT DURING THE MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-29 |
| S65 | Uniform Investment Adviser Law Examination | 2007-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-08 |
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