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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-11-30 |
Branch Locations
660 Sentry Parkway Suite 200, Blue Bell, PA 19422 • United States
1065 Andrew Drive, West Chester, PA 19380 • United States
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 |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Blue Bell | PA | 02/2015 | 11/2021 |
| M.S. Howells & Co. | Blue Bell | PA | 11/2021 | Present |
| Wealthcare Advisory Partners Llc | Blue Bell | PA | 11/2021 | Present |
FEB 2015; WEALTHCARE ADVISORY PARTNERS LLC DBA LONG FINANCIAL GROUP, BLUE BELL, PA; INVESTMENT RELATED; INVESTMENT ADVISOR; IAR; FINANCIAL ADVISING FOR FEE BASED CLIENTS; DEVOTE 160 HRS/MONTH, 120 HRS/MONTH DURING MARKET HOURS. FEB 2015; LIFE INSURANCE, BLUE BELL, PA; NON INVESTMENT RELATED; LIFE INSURANCE AND FIXED ANNUITY SALES; SALES REP; DEVOTE 5 HRS/MONTH DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-15 |
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