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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clark & Associates Incorporated | Reston | VA | 04/2016 | 05/2019 |
| Kalos Capital, Inc. | Alpharetta | GA | 07/2017 | 05/2019 |
| Morgan Stanley | Winchester | VA | 06/2019 | 06/2025 |
| Wealthcare Advisory Partners Llc | Winchester | VA | 07/2025 | Present |
| Creekside Insurance Advisors | Winchester | VA | 07/2025 | Present |
1. Creekside Insurance Advisors, Inc.; Non-investment related; 167 Creekside Lane, Winchester, VA 22602; Fixed/Annuity Insurance Sales; Insurance Agent; Approx. 10% of time during the month. 2. Creekside Financial Group; Investment-related; Same address; Financial Advisor; Doing Business As ("DBA") name for advisory activities conducted via Wealthcare Advisory Partners LLC; Full-time position.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-29 |
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