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Current Employers
Wealthcare Advisory Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2018-01-24
  • VA RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Charlottesville VA 08/2010 Present
Wealthcare Advisory Partners Llc Charlottesville VA 05/2017 Present
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-06-29
  • S66 Uniform Combined State Law Examination
    2009-06-29
Other Names
  • Elizabeth Keys Weir
  • Elizabeth Keys Craddock

View on SEC IAPD

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