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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-07-12 |
Branch Locations
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2010 | 09/2019 |
| Lpl Financial, Llc | Indianola | IA | 10/2019 | 11/2023 |
| Wealthcare Advisory Partners, Llc Dba Fellows & Blake | Indianola | IA | 10/2019 | 12/2024 |
| Arkadios Capital | Atlanta | GA | 11/2023 | Present |
| Wealthcare Capital Partners, Llc | Indianolo | IA | 07/2024 | Present |
1. Fellows & Blake Financial, Is Investment Related, 700 E 2nd Ave, Indianola, IA, 50125-2713, United States, Fellows Financial Group DBA Fellows & Blake Financial, FA, 1/1/2025, 150 hours per month, 2 hours per month during trading hours, Fee Based Compensation, Financial planning 2. Keri Blake is Dually Registered with Wealthcare Capital Partners LLC as an Investment Advisor Representative and Arkadios Capital, LLC as a Registered Representative. Mrs. Blake has been dually registered since 07/2024. Approximately 10% of her time is spent as a Registered Representative. 3. Advisors Excel, Is Not Investment Related, Fellows Financial Group, 700 E 2ND AVE, Indianola, IA, 50125, Annuity sales, FA, 6/25/2024, 5 hours per month, 5 hours per month during trading hours, Sell Fixed annuities through Advisor Excel 4. Kuorum Partners, Is Not Investment Related,"1201 N. Orange St Ste 729, Wilmington, DE, 19801, United States, Life Insurance, FA, 1/1/2025, 2 hours per month, 0 hours per month during trading hours, Commission Compensation, Life insurance for estate planning and protection needs. 5. FFG Too, Is Investment Related, 700 E 2nd St, Indianola, IA, 50125-2713, United States, Fellows Financial Group, Partner, 1/1/2025, 5 hours per month, 2 hours per month during trading hours, Fee Based Compensation, Partner and financial planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-07 |
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