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Current Employers
Wealthcare Advisory Partners Llc

1065 Andrew Drive, West Chester, PA 19380 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-01-05
TX RA APPROVED 2022-01-05
  • PA RA
    APPROVED
    Since 2022-01-05
  • TX RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2012 → 10/2019
    Minnesota Life Insurance Co
    St. Paul, MN
  • 03/2012 → 10/2019
    Securian Financial Services, Inc
    St. Paul, MN
  • 03/2012 → 09/2019
    Legacy Planning Partners
    Plymouth Meeting, PA
  • 10/2019 → 01/2022
    Cadaret, Grant & Co., Inc.
    Blue Bell, PA
  • 10/2021 → Present
    Wealthcare Advisory Partners Llc Dba Long Financial Group
    Blue Bell, PA
  • 01/2022 → Present
    M.S. Howells & Co.
    Blue Bell, PA
Previous Registrations
  • 2019-10-15 → 2022-01-05
    Cadaret, Grant & Co., Inc.
    Syracuse, NY
    Syracuse, NY
    Blue Bell, PA
  • 2012-03-15 → 2019-10-16
    Securian Financial Services, Inc.
    Plymouth Meeting, PA
  • 2005-06-14 → 2006-12-08
    King Of Prussia, PA
    Wayne, PA
  • 2004-02-02 → 2005-03-08
    West Chester, PA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-01-30
  • S66 Uniform Combined State Law Examination
    2004-01-30
Other Names
  • Robert Kenneth Richards
  • Robert Kenneth Richards
  • Robert Kenneth Richards

View on SEC IAPD

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