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Current Employers
Wealthcare Advisory Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-05-12
  • CA RA
    APPROVED
    Since 2022-05-12

Branch Locations

669 Palmetto Ave Suite J, Chico, CA 95926 • 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
Crown Capital Securities, Lp Orange CA 10/2017 04/2022
Crown Capital Securities Chico CA 08/2017 04/2022
Unemployed Chico CA 05/2017 08/2017
Norcal Financial Chico CA 02/2016 05/2017
Lpl Financial Llc Chico CA 05/2022 Present
Wealthcare Advisory Partners Llc Chico CA 05/2022 Present
  • 10/2017 → 04/2022
    Crown Capital Securities, Lp
    Orange, CA
  • 08/2017 → 04/2022
    Crown Capital Securities
    Chico, CA
  • 05/2017 → 08/2017
    Unemployed
    Chico, CA
  • 02/2016 → 05/2017
    Norcal Financial
    Chico, CA
  • 05/2022 → Present
    Lpl Financial Llc
    Chico, CA
  • 05/2022 → Present
    Chico, CA
Previous Registrations
  • 2022-04-04 → 2022-05-12
    Crown Capital Securities, L.P.
    Chico, CA
Other Businesses

1)05/04/2022 - FocalPoint Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 05/2022 2)4/11/2023 - Wealthcare Advisory Partners LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 05/11/2022 - 60 Hours Per Month/50 Hours During Securities Trading - I provide investment advisory services through Wealthcare Advisory Partners LLC, an independent investment advisor firm. I started this business activity in 5/2022. I expect to spend approximately 60 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-31
S63 Uniform Securities Agent State Law Examination 2017-11-30
  • S66 Uniform Combined State Law Examination
    2022-03-31
  • S63 Uniform Securities Agent State Law Examination
    2017-11-30
Other Names
  • Jana Lea Purvis
  • Jana Lea Purvis

View on SEC IAPD

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