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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-09-10 |
| TX | RA | APPROVED_RES | 2021-09-01 |
Branch Locations
1065 Andrew Drive, West Chester, PA 19380 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Orlando | FL | 12/2013 | 08/2021 |
| Wealthcare Advisory Partners Llc | West Chester | PA | 09/2021 | Present |
1) LICENSED AS AN INSURANCE AGENT TO SELL LIFE, ANNUITY, HEALTH, AND LONG-TERM CARE. Less than 1% of his time per month. 2) Strategic Financial Consultants, Inc. Address: Orlando, FL Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related: No Start Date: 9/29/2003 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Financial advisor- owner of Sub Corporation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-24 |
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