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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-07-23 |
Branch Locations
211 Church Street Se, Leesburg, VA 20175 • 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 |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-17 |
| S65 | Uniform Investment Adviser Law Examination | 2020-02-26 |
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