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Brandon Wesley Gulley

Wealthcare Advisory Partners LLC

West Chester, PA

Mclean, VA

CRD 5399991

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Employer firm

Wealthcare Advisory Partners LLC CRD 171976

$8.29B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Wealthcare Advisory Partners Llc

1065 Andrew Drive, West Chester, PA 19380 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-07-19
TX RA APPROVED_RES 2022-07-14
  • VA RA
    APPROVED
    Since 2022-07-19
  • TX RA
    APPROVED_RES
    Since 2022-07-14

Branch Locations

1065 Andrew Drive, West Chester, PA 19380 • United States

Mclean, VA • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mass Mutual Vienna VA 01/2010 07/2022
Mml Investors Services Inc Vienna VA 02/2010 07/2022
Wealthcare Advisory Partners Llc Manassas VA 07/2022 Present
  • 01/2010 → 07/2022
    Mass Mutual
    Vienna, VA
  • 02/2010 → 07/2022
    Mml Investors Services Inc
    Vienna, VA
  • 07/2022 → Present
    Manassas, VA
Previous Registrations
Other Businesses

(1)NAME:BRANDON GULLEY, INV REL:Y ADDR:1593 SPRING HILL RD, SUITE 500E VIENNA VA 22182, NATURE:LIFE, HEALTH, GROUP LIFE, GROUP HEALTH, FIXED ANNUITIES,DISABILITY, VOLUNTARY BENEFITS PROGRAM, POSITION:SALES/AGENT, START:5/21/2012, NO HR/MO:10 NO HR/MO DUR TRADING:2. (2)NAME:ELITE MIND CONNECTIONS, DBA MODERN MIND CONNECTIONS, INV REL:N ADDR:645 BALITMORE ANNAPOLIS BLVD, SEVERNA PARK, MD 21146, NATURE:PROFESSIONAL NETWORKING GROUP, POSITION: OWNER, START:1/1/2011, NO HR/MO:30 NO HR/MO DUR TRADING:0. (3)CONSULTANT; COLLEGE FUNDING COACHING. SINCE 2014; SERVICES: PROVIDES EDUCATIONAL SEMINARS AND WORKSHOPS FOR FAMILIES PAYING FOR COLLEGE. APPX 10% OF HIS TIME; OFFICE: 1593 SPRING HILL RD, SUITE 520E VIENNA, VA 22182

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-02-11
S63 Uniform Securities Agent State Law Examination 2007-10-11
  • S65 Uniform Investment Adviser Law Examination
    2008-02-11
  • S63 Uniform Securities Agent State Law Examination
    2007-10-11
Other Names
  • Brandon Gulley

View on SEC IAPD

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