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Wealthcare Advisory Partners LLC CRD 171976
$8.29B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-13 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Lucas | TX | 02/2016 | 01/2025 |
| Independent Financial Partners | Dallas | TX | 02/2016 | 05/2019 |
| Wealthcare Advisory Partners, Llc | Lucas | TX | 05/2019 | Present |
1. 3/21/2016 - No Business Name - Not Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Licensed Insurance Agent - Started 02/02/2016 - 200 Hours Per Month/150 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-05 |
| S65 | Uniform Investment Adviser Law Examination | 2006-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-22 |
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