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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2015-08-05 |
Branch Locations
5755 North Point Parkway Suite 209, Alpharetta, GA 30022 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Alpharetta | GA | 09/2013 | Present |
| Wealthcare Advisory Partners Llc | Alpharetta | GA | 02/2015 | Present |
(1) 09/16/2013: OWENBY JONES WEALTH MANAGEMENT, LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - 100% OF TIME SPENT (2) 05/05/2015: WEALHCARE ADVISORY PARTNERS, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR HYBRID: (HYBRID) WEALHCARE ADVISORY PARTNERS, LLC - START 02/17/2015 - 180 HR/MO NONE DURING SECS TRDG HRS (3) 05/05/2015: WEALTHCARE ADVISORY PARTNERS, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA: (HYBRID) OWENBY JONES WEALTH MANAGEMENT LLC - START 02/17/2015 - 180 HR/MO NONE DURING SECS TRDG HRS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-01 |
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