Robert Walsh

Current Employers

Wealthcare

Cabin John, MD • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-11-19

MD RA
APPROVED

Since 2025-11-19

Branch Locations

Cabin John, MD • 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

Organization	City	State	From	To
Wealthcare Financial Planning, Llc	Cabin John	MD	06/2015	Present
Pts On Demand, Llc	Falls Church	VA	12/2010	Present

06/2015 → Present

Wealthcare Financial Planning, Llc

Cabin John, MD
12/2010 → Present

Pts On Demand, Llc

Falls Church, VA

Other Businesses

1) PTS On Demand, 2) Not investment-related, 3) 6355 Crosswoods Dr, Falls Church, VA 22044, 4) Provide consultants to support FEMA disaster recovery operations, 5) Manager, 6) 12/01/2010, 7) 32-64/month with 16-32/month during securities trading hours, 8) Administrative and Human Resources duties.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-08-12

S65 Uniform Investment Adviser Law Examination

2015-08-12

Designations

View on SEC IAPD