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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | West Chester | PA | 09/2012 | 10/2016 |
| Hornor Townsend & Kent, Inc | Horsham | PA | 10/2016 | 03/2021 |
| Wealthcare Advisory Partners Llc | West Chester | PA | 04/2021 | Present |
| Lpl Financial Llc | West Chester | PA | 06/2021 | Present |
1) 06/2021- Wealthcare Partners- DBA for LPL Business (entity for LPL business)- inv. Related- At Reported Business Location(s) - 100% 2) 12/23/2025 - Wealthcare Advisory Partners - Registered Investment Advisor Hybrid - CCO - Investment Related - At Reported Business Location(s) - Start Date 06/17/2021 - 416 hours per month/ 160 hours during trading - I provide investment advisory services through Wealthcare Advisory Partners LLC, an independent investment advisor firm. I started this business activity in 6/2021. I expect to spend approximately 416 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-07 |
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