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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-02-06 |
Branch Locations
40 West Eagle Road, Havertown, PA 19083 • 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 | West Chester | PA | 12/2006 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 11/2013 | 01/2017 |
| Wealthcare Advisory Partners, Llc | West Chester | PA | 02/2017 | Present |
1. 12/14/2006 - THE WALHEIM GROUP - INV REL - CPA AFFILIATE PROGRAM - 100% TIME SPENT - THE WALHEIM GROUP - CPA. ACCOUNTING AND TAX PREP FOR CLIENTS. VICE PRESIDENT. 2. 12/14/2006 - NO BUSINESS NAME - INV REL - NON-VARIABLE INSURANCE - INSURANCE LICENSED. REFER BUSINESS TO CARTER SHEVLIN AND ASSOC. 3. 04/29/2008 - WALHEIM REAL ESTATE INVESTMEMTS, LLC - INV REL - REAL ESTATE RENTAL - 10% TIME SPENT - RESIDENTIAL RENTAL REAL ESTATE. 4. 12/10/2018 - Wealthcare Advisory Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 02/01/2016 - 40 Hours Per Month During Securities Trading - I provide investment advisory services through Wealthcare Advisory Partners, LLC, an independent investment advisor firm. I started this business activity in 11/2018. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-02-01 |
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