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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-02-13 |
Branch Locations
1 East Uwchlan Ave Suite 302, Exton, PA 19341 • 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 |
|---|---|---|---|---|
| Lpl Financial | Downingtown | PA | 12/2013 | Present |
| Wealthcare Advisory Partners, Llc | Downingtown | PA | 02/2018 | Present |
1. 1/15/2014 - Miller's Insurance Agency - Investment Related - Non-Variable Insurance - Agent - Time Spent 50% - Life, Disability, and LTC. 2. 11/19/2015 - SECURE PLANNING GROUP, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2016 - Time Spent 100% 3. 3/8/2018 - Wealthcare Advisory Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 1/18/2018 - 80 Hours Per Month/3 During Trading - I provide investment advisory services through Wealthcare Advisory Partners LLC, an independent investment advisor firm. I started this business activity in 01/18/2018. I expect to spend approximately 80 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. 3/8/2018 - Wealthcare Advisory Partners, LLC - DBA: Secure PLanning Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 1/18/2018 - 80 Hours Per Month/3 During Trading - I provide investment advisory services through Wealthcare Advisory Partners LLC, an independent investment advisor firm. I started this business activity in 01/18/2018. I expect to spend approximately 80 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-31 |
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