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Current Employers
Wealthcare Advisory Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-28
  • FL RA
    APPROVED
    Since 2026-05-28

Branch Locations

110 Front Street 300, Jupiter, FL 33477 • 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
Virtus Investment Partners Hartford CT 07/2016 11/2018
Purshe Kaplan Sterling Investments Albany NY 03/2019 06/2019
Stone Arch Wealth Advisors Wethersfield CT 12/2018 04/2019
Amundi Pioneer Asset Management, Inc. Boston MA 09/2019 01/2022
Facet Baltimore MD 02/2025 10/2025
Suffolk Construction Boston MA 02/2022 05/2022
North Palm Beach Country Club North Palm Beach FL 03/2023 07/2023
Facet Baltimore MD 08/2023 05/2024
Unemployed Jupiter FL 05/2024 02/2025
Unemployed Wethersfield CT 11/2018 02/2019
Unemployed Albany NY 06/2019 09/2019
Unemployed Boston MA 05/2022 03/2023
Wealthcare Advisory Partners Llc Dba Luminous Wealth Jupiter FL 04/2026 Present
Unemployed N/A XX 11/2025 03/2026
  • 07/2016 → 11/2018
    Virtus Investment Partners
    Hartford, CT
  • 03/2019 → 06/2019
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 12/2018 → 04/2019
    Stone Arch Wealth Advisors
    Wethersfield, CT
  • 09/2019 → 01/2022
    Amundi Pioneer Asset Management, Inc.
    Boston, MA
  • 02/2025 → 10/2025
    Baltimore, MD
  • 02/2022 → 05/2022
    Suffolk Construction
    Boston, MA
  • 03/2023 → 07/2023
    North Palm Beach Country Club
    North Palm Beach, FL
  • 08/2023 → 05/2024
    Baltimore, MD
  • 05/2024 → 02/2025
    Unemployed
    Jupiter, FL
  • 11/2018 → 02/2019
    Unemployed
    Wethersfield, CT
  • 06/2019 → 09/2019
    Unemployed
    Albany, NY
  • 05/2022 → 03/2023
    Unemployed
    Boston, MA
  • 04/2026 → Present
    Wealthcare Advisory Partners Llc Dba Luminous Wealth
    Jupiter, FL
  • 11/2025 → 03/2026
    Unemployed
    N/A, XX
Previous Registrations
  • 2025-02-20 → 2025-10-10
    West Palm Beach, FL
    Jupiter, FL
  • 2021-01-04 → 2022-01-27
    Amundi Asset Management Us, Inc.
    Boston, MA
  • 2019-09-12 → 2020-12-31
    Amundi Pioneer Institutional Asset Management, Inc.
    Boston, MA
  • 2016-12-22 → 2018-11-07
    Hartford, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-05
S66 Uniform Combined State Law Examination 2016-12-22
  • S65 Uniform Investment Adviser Law Examination
    2025-02-05
  • S66 Uniform Combined State Law Examination
    2016-12-22
Other Names
  • Jeffrey Garinger

View on SEC IAPD

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