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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-06-26 |
| TX | RA | APPROVED | 2026-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aspect Wealth Management | San Antonio | TX | 12/2015 | 06/2026 |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2016 | 06/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 06/2026 |
| Wealthcare Advisory Partners Llc | San Antonio | TX | 06/2026 | Present |
1) Licensed insurance agent; Not investment-related; San Antonio, TX, 78247; Insurance sales; Implementation of insurance recommendations; 5 hours per month, 0 during trading hours; Licensed insurance agent 2) San Antonio Parks Foundation; Not investment-related; 400 N St Mary's St , #101, San Antonio, TX. 78205; Charitable Organization; Treasurer, Finance Committee Chair; 1/2/2023; 1 hour per month; 0 during trading hours; Lead Committee in review of financial statements, preparation of budget, annual audit, and presentation to Board of Directors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-25 |
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