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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-03-29 |
| AZ | RA | APPROVED | 2017-03-01 |
Branch Locations
1065 Andrew Drive, West Chester, PA 19380 • United States
20860 N Tatum Blvd, Phoenix, AZ 85050 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Christopher Urness | Peoria | AZ | 04/2013 | Present |
| Lpl Financial, Llc | Scottsdale | AZ | 01/2016 | Present |
| Wealthcare Advisory Partners Llc | Scottsdale | AZ | 03/2016 | Present |
1. 02/02/2016 - Focal Point Wealth Management/ DBA for LPL Business (entity for LPL business)/ 100%/ SCOTTSDALE, AZ. 2. 2/12/2016: Wealthcare Advisory Partners LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 200 Hours Per Month/40 Hours During Securities Trading - 200 Hours Per Month/40 Hours During Securities Trading - Time Spent 100%. 3. 4/6/2021 - Fulton Wealth Management LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 2/1/2021 - 0 Hours Per Month/0 Hours During Securities Trading - Tax/operational entity for advisory fee-based compensation. 4. 02/24/2025- Great Hearts America- Other - Teaching- INV Related- At Live Oak, TX - Start date 08/31/2017- 5 Hours Per Day
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-23 |
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