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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-06-30 |
| TX | RA | APPROVED | 2026-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Feehan Financial Group | Binghamton | NY | 06/2007 | 07/2020 |
| Adviceperiod, Llc | Vestal | NY | 07/2020 | 03/2022 |
| Mariner Platform Solutions | Vestal | NY | 03/2022 | 10/2022 |
| Mariner Independent | Fort Mill | SC | 01/2023 | 06/2026 |
| Wealthcare Advisory Partners Llc | Fort Mill | SC | 06/2026 | Present |
1) Confluence Wealth Management; Investment-related; Same address; Doing Business As ("DBA") name for investment advisory activities conducted via Wealthcare Advisory Partners LLC; Investment Advisor Representative; Full-time position. 2) Oakley Financial LLC; Investment-related; Fort Mill, SC 29708; Promoter relationship with third-party registered investment advisor; Promoter; Provide referrals for 401k plans; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-04-13 |
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