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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-01-05 |
| TX | RA | APPROVED | 2022-01-05 |
Branch Locations
660 Sentry Parkway Suite 200, Blue Bell, PA 19422 • United States
1065 Andrew Drive, West Chester, PA 19380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Co | St. Paul | MN | 03/2012 | 10/2019 |
| Securian Financial Services, Inc | St. Paul | MN | 03/2012 | 10/2019 |
| Legacy Planning Partners | Plymouth Meeting | PA | 03/2012 | 09/2019 |
| Cadaret, Grant & Co., Inc. | Blue Bell | PA | 10/2019 | 01/2022 |
| Wealthcare Advisory Partners Llc Dba Long Financial Group | Blue Bell | PA | 10/2021 | Present |
| M.S. Howells & Co. | Blue Bell | PA | 01/2022 | Present |
OCT 2021; WEALTHCARE ADVISORY PARTNERS LLC DBA LONG FINANCIAL GROUP, BLUE BELL, PA; INVESTMENT ADVISORY; FINANCIAL ADVISOR; FINANCIAL ADVISORY SERVICES WITH CLIENTS; DEVOTE 50 HR/MONTH DURING MARKET HOURS. MARCH 2012; MASS MUTUAL, SPRINGFIELD, MA; NON INVESTMENT RELATED; DISABILITY INSURANCE; FINANCIAL ADVISOR; DISABILITY INSURANCE POLICIES FOR CLIENTS; DEVOTE 4 HRS/MONTH DURING MARKET HOURS. MARCH 2012; PRINCIPAL FINANCIAL GROUP, DESMOINES, IA; NON INVESTMENT RELATED; LIFE AND DISABILITY INSURANCE; FINANCIAL ADVISOR; LIFE AND DISABILITY INSURANCE POLICIES FOR CLIENTS; DEVOTE 4 HRS/MONTH DURING MARKET HOURS MARCH 2012; GUARDIAN, NEW YORK, NY; NON INVESTMENT RELATED; DISABILITY INSURANCE; FINANCIAL ADVISOR; DISABILITY INSURANCE POLICIES FOR CLIENTS; DEVOTE 4 HRS/MONTH DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-30 |
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