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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-02 |
| VA | RA | APPROVED | 2024-01-02 |
Branch Locations
335 Westside Station Drive, Winchester, VA 22601 • 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 | Winchester | VA | 01/2016 | Present |
| Wealthcare Advisory Partners, Llc | Winchester | VA | 02/2016 | 09/2021 |
| Water Street Financial Llc | Winchester | VA | 10/2021 | 01/2024 |
| Wealthcare Advisory Partners Llc D/B/A Water Street Financial | Winchester | VA | 01/2024 | Present |
1. 01/29/2016 - Water Street Financial, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 1/1/2016 - 200 Hours Per Month/ 40 Hours During Trading. 2. 6/17/2020 - Fellows Risk Solutions - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Referring Agent - Started 05/01/2020 - 5 Hours Per Month/0 Hours During Securities Trading. 3. 5/17/2021 - Significance Financial Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 5/17/2021 - 2 Hours Per Month/1 Hours During Securities Trading. 4. 01/09/2024 - Water Street Financial - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 160 Hours Per Month/ 35 Hours During Trading - I provide investment advisory services through Wealthcare Advisory Partners LLC, an independent investment advisor firm. I started this business activity in 1/2024. I expect to spend approximately 160 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. 5. 06/12/2024 - WSF Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/17/2024 - 200 Hours Per Month/ 100 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-05 |
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