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Tara L Shannon

Wealthcare Advisory Partners LLC

West Chester, PA

Alpharetta, GA

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Current Employers
Wealthcare Advisory Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-02-09
  • GA RA
    APPROVED
    Since 2026-02-09

Branch Locations

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

5755 North Point Parkway Suite 209, Alpharetta, GA 30022 • 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
Wealthcare Advisory Partners Llc Alpharetta GA 05/2025 Present
Owenby Jones Wealth Management Alpharetta GA 04/2016 Present
Other Businesses

1) Licensed insurance agent; Not investment-related; Alpharetta, GA, 30022.; Insurance sales; Implementation of insurance recommendations; 5 hours per month, 0 during trading hours: Licensed insurance agent

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-16
  • S65 Uniform Investment Adviser Law Examination
    2026-01-16
Other Names
  • Tara Lynn Shannon

View on SEC IAPD

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Other Offices

WEALTHCARE CAPITAL PARTNERS, LLC · WEST CHESTER, PA
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KEY FINANCIAL, INC. · WEST CHESTER, PA
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