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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-07 |
| PA | RA | APPROVED | 2024-03-08 |
Branch Locations
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 |
|---|---|---|---|---|
| Protective Life | Malvern | PA | 07/2016 | 12/2016 |
| Proequities | Malvern | PA | 07/2016 | 12/2016 |
| Edward Jones | St Louis | MO | 08/2017 | 04/2018 |
| Paychex | Norristown | PA | 12/2016 | 08/2017 |
| Citizens Securities, Inc. | King Of Prussia | PA | 05/2018 | 03/2021 |
| Wells Fargo Clearing Services, Llc | Philadelphia | PA | 03/2021 | 03/2024 |
| Wealthcare Advisory Partners Llc | Exton | PA | 03/2024 | Present |
1) RENTAL PROPERTY, INVT RELATED, VILLAS, NJ, 100% OWNERSHIP WITH SPOUSE, START DATE 12/1/2016, 0.5 HRS PER MONTH, 0 HRS DURING TRADING, OWNER. 2) Swedish American Chamber of Commerce - Board Member; Zero Compensation; 1 hour/month; Start date: 02/2019. 3) Insurance Sales - Investment Related - Private Residence - Insurance Recommendations - 4 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-03 |
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