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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-10-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 07/2014 | 10/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2014 | 10/2019 |
| Kms Financial Services, Inc. | Seattle | WA | 10/2019 | 10/2020 |
| Wealthcare Advisory Partners, Llc D/B/A Id Financial | Bothell | WA | 10/2020 | Present |
1. FIXED INSURANCE - INVESTMENT RELATED - SAME ADDRESS - INSURANCE SALES - AGENT - 4/1/1996 - 10 HRS/MO, 10 HRS/MO DURING TRADING. 2. WATERBURY MEADOWS HOME OWNERS ASSOCIATION - NOT INVESTMENT RELATED - SAME ADDRESS - HOA - BOARD MEMBER - 7/1/2018 - 1 HR/MO, 0 HRS/MO DURING TRADING 3. RETIREMENT 4 WOMEN - INVESTMENT RELATED - SAME AS REPORTED BUSINESS LOCATION(S) - ADDITIONAL DBA NAME WITH WEALTHCARE ADVISORY PARTNERS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-05 |
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