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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-12-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Philadelphia | PA | 09/2015 | 12/2021 |
| Tiaa | Philadelphia | PA | 09/2015 | 12/2021 |
| Wealthcare Advisory Partners Llc | West Chester | PA | 12/2021 | Present |
| Wealthcare Capital Management Llc | West Chester | PA | 12/2021 | Present |
(1) Name: Personal Real Estate Investments Position: Owner Nature: Real estate Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 04/01/2003 Address: Home Address, Allentown, PA 18018 Description: I currently own 3 real estate income properties as long term investments. (2) VICTORY HOUSE POSITION: Volunteer Board Member NATURE: Homeless are provided shelter services and supportive resources to move toward independence in the community. Services include emergency shelter, transitional housing, case management while leading and encouraging residents in their pursuit of independent living. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2021 ADDRESS: 314 Fillmore St., Bethlehem, PA 18015, United States DESCRIPTION: Victory House is a not-for-profit organization committed to addressing the challenges faced by men and veterans in their transition from homelessness. (3) AYAD AMARY HAS SERVED AS A VP, SENIOR WEALTH ADVISOR FOR WEALTHCARE ADVISORY PARTNERS, LLC AND AS A VP, SENIOR WEALTH ADVISOR OF WEALTHCARE CAPITAL MANAGEMENT, LLC SINCE 12/2021. BUSINESS IS CONDUCTED FROM WEST CHESTER, PA. 10% OF TIME IS SPENT WITH WEALTHCARE CAPITAL MANAGEMENT, LLC AND 90% OF TIME IS SPENT WITH WEALTHCARE ADVISORY PARTNERS, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-07 |
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