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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-02-12 |
Branch Locations
1065 Andrew Drive, West Chester, PA 19380 • United States
Burnt Hills, NY • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services, Inc. | Montpelier | VT | 08/2015 | 02/2019 |
| National Life Group | Montpelier | VT | 08/2015 | 02/2019 |
| M Holdings Securities, Inc. | Portland | OR | 02/2019 | 10/2022 |
| Greenberg & Rapp | East Hanover | NJ | 02/2019 | 06/2022 |
| Lpl Financial Llc | Burnt Hills | NY | 10/2022 | Present |
| Wealthcare Advisory Partners Llc | Burnt Hills | NY | 02/2024 | Present |
1. Benjamin Chamberlain is dually registered as an Investment Advisor Representative with Wealthcare Advisory Partners LLC dba WealthScorz Financial Group and as a Registered Representative with LPL Financial LLC. Business is conducted from 14 Marlyn Drive, Burnt Hills, NY, 12027. Approximately 90% of Benjamin's time is for services as an investment advisor representative and the balance as a Registered Representative. 2. 10/2022 - LPL Financial LLC - Investment Advisor Representative - Inv Rel - At Reported Business Location(s) 3. 09/2022 - Watchtower Financial Network - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) 4. 02/12/2024 - Wealthcare Advisory Partners LLC DBA WealthScorz Financial Group - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started: 2/12/2024 - 80 Hrs/Mo; 4 Hrs During Trading. 5. 02/14/2024 - Wealthcare Advisory Partners LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Started: 2/12/2024 - 160 Hrs/mo; 6 Hrs During Trading - I provide investment advisory services through Wealthcare Advisory Partners LLC, an independent investment advisor firm. I started this business activity in 2/2024. I expect to spend approximately 160 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. 6. 02/15/2024 - WealthScorz Financial Group - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 2/12/2024 - 80 Hrs/mo; 4 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-29 |
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