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Current Employers
Wealthcare Capital Management Llc

2 James Center 1021 East Cary Street, #702, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2014-01-22
  • ME RA
    APPROVED
    Since 2014-01-22

Branch Locations

Kennebunk, ME • 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
Wealthcare Capital Management Inc. Kennebunk ME 12/2003 Present
Uptiq North Andover MA 05/2000 Present
  • 12/2003 → Present
    Wealthcare Capital Management Inc.
    Kennebunk, ME
  • 05/2000 → Present
    Uptiq
    North Andover, MA
Other Businesses

NAME: UPTIQ (NOT INVESTMENT-RELATED) ADDRESS: 235 BLUE RIDGE RD, NORTH ANDOVER, MA 01845 NATURE: CONSULTING TO BUSINESSES AND THEIR OWNERS POSITION: PRESIDENT - STARTED BUSINESS IN 2000 HOURS: 80/MONTH (4 HOURS PER DAY) DUTIES: EXECUTIVE CONSULTING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-02-27
  • S65 Uniform Investment Adviser Law Examination
    2004-02-27

View on SEC IAPD

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