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Current Employers
Wealthcare Advisory Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-02-07
  • PA RA
    APPROVED
    Since 2018-02-07

Branch Locations

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

200 Gibraltar Road Suite 115, Horsham, PA 19044 • United States

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2012-09-20
  • PA RA
    APPROVED
    Since 2012-09-20

Branch Locations

200 Gibraltar Rd Ste 115, Horsham, PA 19044 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Horsham PA 09/2012 Present
Wealthcare Advisory Partners Llc Horsham PA 02/2018 Present
Previous Registrations
  • 2008-06-06 → 2012-09-18
    Cetera Wealth Services, Llc
    King Of Prussia, PA
  • 2002-10-17 → 2008-06-06
    King Of Prussia, PA
    Wayne, PA
  • 2002-08-26 → 2002-10-24
    1717 Capital Management Company
    King Of Prussia, PA
Other Businesses

1. 09/12/2012 - Secure Planning Group, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 12/16/2013 - SECURE PLANNING GROUP - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - TIME SPENT 25% - FIXED INSURANCE PRODUCTS - LIFE, DISABILITY, LTC AND GROUP MEDICAL. 3. 3/8/2018 - Wealthcare Advisory Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/18/2018 - 80 Hours Per Month/3 Hours During Securities Trading - I provide investment advisory services through Wealthcare Advisory Partners LLC, an independent investment advisor firm. I started this business activity 01/18/2018. I expect to spend approximately 80 hours per month on this activity. Please see the Form ADV of the advisory firm 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. 4. 3/8/2018 - Wealthcare Advisory Partners, LLC - DBA: Secure Planning Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/18/2018 - 80 Hours Per Month/3 Hours During Securities Trading - I provide investment advisory services through Wealthcare Advisory Partners LLC, an independent investment advisor firm. I started this business activity in 01/18/2018. I expect to spend approximately 80 hours per month on this activity. Please see the Form ADV of the advisory firm 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. 5. 7/9/2021 - Martin W Minder Inc - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 8/15/2012 - 0 Hours Per Month/0 Hours During Securities Trading - 1099 income to write off expenses.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-08-23
S63 Uniform Securities Agent State Law Examination 1997-05-03
  • S65 Uniform Investment Adviser Law Examination
    2002-08-23
  • S63 Uniform Securities Agent State Law Examination
    1997-05-03
Designations
Other Names
  • Marty Minder

View on SEC IAPD

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