Best Investors Account Sign in
Current Employers
Wealthcare Capital Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-07-23
  • VA RA
    APPROVED
    Since 2024-07-23

Branch Locations

211 Church Street Se, Leesburg, VA 20175 • 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
Ef Legacy Securities, Llc Henrico VA 12/2016 10/2018
Financial Engines Advisors, Llc Sunnyvale CA 07/2017 04/2021
Edelman Financial Engines Advisors, Llc Santa Clara CA 05/2021 07/2023
Abich Financial Wealth Management, Llc Ashburn VA 07/2023 06/2024
Financial Engines Advisors, Llc Sunnyvale CA 09/2016 06/2017
Wealthcare Capital Partners, Llc (Dba: Fellows) West Chester PA 06/2024 Present
Fellows Financial Group Leesburg VA 06/2024 Present
Arkadios Capital Atlanta GA 03/2026 Present
  • 12/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 07/2017 → 04/2021
    Financial Engines Advisors, Llc
    Sunnyvale, CA
  • 05/2021 → 07/2023
    Edelman Financial Engines Advisors, Llc
    Santa Clara, CA
  • 07/2023 → 06/2024
    Ashburn, VA
  • 09/2016 → 06/2017
    Financial Engines Advisors, Llc
    Sunnyvale, CA
  • 06/2024 → Present
    Wealthcare Capital Partners, Llc (Dba: Fellows)
    West Chester, PA
  • 06/2024 → Present
    Fellows Financial Group
    Leesburg, VA
  • 03/2026 → Present
    Arkadios Capital
    Atlanta, GA
Previous Registrations
Other Businesses

1) Name: Fellows Risk Solutions, LLC., Investment Related: Yes, Address: 208 Church St SE, 210, Leesburg, VA. 20175, Nature: Life insurance sales, Position: Insurance Agent, Start Date: 7/15/2024, Number of Hours: 5 per month, Duties: life insurance sales for financial planning clients 2) Fellows Financial Group, LLC., Investment Related: Yes, Address: 208 Church St SE, 210, Leesburg, VA. 20175, Nature: Annuity sales, Position: Insurance Agent, Start Date: 7/15/2024, Number of Hours: 10 per month, Duties: Annuity sales and analysis for financial planning clients

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-04-17
S65 Uniform Investment Adviser Law Examination 2020-02-26
  • S63 Uniform Securities Agent State Law Examination
    2026-04-17
  • S65 Uniform Investment Adviser Law Examination
    2020-02-26
Designations
Other Names
  • Ruben Gonzalo Devia Arbanil

View on SEC IAPD

More in Leesburg, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor