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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-06-27 |
Branch Locations
1065 Andrew Drive, West Chester, PA 19380 • United States
200 Gibraltar Rd Suite 115, Horsham, PA 19044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Acts Retirement Life Communities | Southampton | PA | 09/2011 | 06/2018 |
| Cairn University | Langhorne | PA | 08/2015 | 05/2017 |
| Whitemarsh Valley Country Club | Lafayette Hill | PA | 05/2016 | 12/2020 |
| Cairn University | Langhorne | PA | 08/2015 | 05/2020 |
| Unemployed | N/A | PA | 01/2021 | 03/2021 |
| Wealthcare Advisory Partners Llc D/B/A Secure Planning Group | Horsham | PA | 03/2021 | Present |
| Lpl Financial Llc | Horsham | PA | 03/2021 | Present |
1)10/31/2022 - Secure Planning Group, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)10/31/2022 - Secure Planning Group - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) 3) 06/29/2023 - Secure Planning Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 5/1/2023 - 10 Hours Per Month/ 10 Hours During Securities Trading 4) 06/29/2023 - Wealthcare Advisory Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 5/1/2023 - 10 Hours Per Month/ 10 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 5/2023. I expect to spend approximately 10 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. 5) 02/27/2024 - Soloff Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/01/2024 - 1 Hour Per Month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-24 |
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