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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2018-01-24 |
Branch Locations
100 10Th Street Northeast Suite 302, Charlottesvile, VA 22902 • 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 | Charlottesville | VA | 08/2010 | Present |
| Wealthcare Advisory Partners Llc | Charlottesville | VA | 05/2017 | Present |
1.01/07/2011; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Miller Financial Group; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.11/01/2017; (Hybrid) Wealthcare Advisory Partners / Wealthcare Advisory Partners; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 05/01/2017; 160hrs/mth; 160hrs during trading; I provide administrative support to Wealthcare Advisory Partners, an independent investment advisor firm. I started this business activity in 05/01/2017. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm 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. 3.11/03/2017; (Hybrid) Miller Financial Group; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 05/01/2017; 160hrs/mth; 160hrs during trading; I provide administrative support to Miller Financial Group, an independent investment advisor firm. I started this business activity in 05/01/2017. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm 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. 4.09/14/2018; none; Notary Public; Investment Related; 100 10th St. NE Suite 302 Charlottesville,VA; Start Date 08/29/2018; 1hrs/mth; 1hrs during trading 5.07/28/2026; (Hybrid) Milestone Financial Group; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 07/25/2026; 160hrs/mth; 160hrs during trading; 6.07/28/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Milestone Financial Group; Investment Related; at Reported Business Location(s); Start Date 08/01/2026; 160hrs/mth; 160hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-29 |
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