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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-06 |
Branch Locations
1065 Andrew Drive, West Chester, PA 19380 • United States
9720 Cypresswood Drive Suite 345, Houston, TX 77070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kenneth Day Cpa | Baytown | TX | 01/1984 | 02/2019 |
| 1St Global Capital Corp. | Baytown | TX | 12/2009 | 02/2019 |
| Lpl Financial, Llc | Houston | TX | 02/2019 | Present |
| 1St Global Advisors, Inc. | Baytown | TX | 12/2009 | 02/2019 |
| Wealthcare Advisory Partners, Llc | Baytown | TX | 02/2019 | Present |
1) 2/6/2019 - No Business Name - Investment Related - Cape Coral FL 33914 - Real Estate Rental - Owner - Started 1/31/2013 - 1 Hours Per Month/0 Hours During Securities Trading. 2)2/6/19 - Condent Ltd.- Bookkeeping/Owner -Inv. Related- Baytown, TX- start date 12/31/2015- 2hrs/mth 3)2/6/19-Beacon Wealth Management LLC - DBA for LPL Business (entity for LPL business)- Inv. Related- Baytown, TX- start date 1/2019 4) 2/19/2019 - Wealthcare Advisory Partners LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin. - Start Date: 1/2019 - 160 Hours Per Month/6 Hours During Securities Trading - I provide administrative support to Wealthcare Advisory Partners LLC, an independent investment advisor firm. I started this business activity in 01/ 2019. I expect to spend approximately 160 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) 2/28/2019 - Beacon Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Admin. - Start Date: 02/06/2019 - 160 Hours Per Month/6 Hours During Securities Trading - I provide administrative support to Wealthcare Advisory Partners, an independent investment advisor firm. I started this business activity in 02/06/2019. I expect to spend approximately 160 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-23 |
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