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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Austin | TX | 07/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Austin | TX | 11/2016 | 10/2021 |
| Wealthcare Advisory Partners Llc | Leander | TX | 01/2022 | Present |
Wealthy Profits, LLC; An outside Community Development organization that is registered with the federal government to provide financial literacy and basic money management guidance; Non-investment related; 11/2021; Leander, Texas; Chief Executive Officer; Assists with programs designed for students and teachers in local schools, nurses at hospitals, police officers, and firefighters in need of financial literacy to make informed decisions when it comes to money; 10%-20% of time during non-trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-31 |
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