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Current Employers
Wealthcare Capital Management Llc

2 James Center 1021 East Cary Street, #702, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2019-04-08
  • VA RA
    APPROVED
    Since 2019-04-08

Branch Locations

2 James Center 1021 East Cary Street, #702, Richmond, VA 23219 • 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
OrganizationCityStateFromTo
Capitol Securities Management, Inc Mclean VA 03/2009 03/2019
Wealthcare Capital Management, Llc Richmond VA 04/2019 Present
Lpl Financial, Llc Richmond VA 07/2020 Present
Previous Registrations
Other Businesses

1. 8/3/2020 - WealthCare Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/01/2019 - 400 Hours Per Month/20 Hours During Securities Trading - Time Spent 50%. 2. 8/4/2020 - Wealthcare Advisory Partners - DBA: (Hybrid) Wealthcare Capital Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Licensed Admin. - Started 04/01/2019 - 400 Hours Per Month/20 Hours During Securities Trading - Time Spent 50%. 3. 8/4/2020 - Wealthcare Advisory Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Started 04/01/2019 - 400 Hours Per Month/20 Hours During Securities Trading - Time Spent 50% - I provide administrative support to Wealthcare Advisory Partners, an independent investment advisor firm. I started this business activity in 04/2019. I expect to spend approximately 400 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-08-27
  • S66 Uniform Combined State Law Examination
    2008-08-27
Other Names
  • Holly Anne Sharp
  • Holly Anne Singleton
  • Holly Anne Sharp
  • Holly Anne Singleton

View on SEC IAPD

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