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Current Employers
Wealthcare Advisory Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-06-27
  • PA RA
    APPROVED
    Since 2023-06-27

Branch Locations

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

200 Gibraltar Rd Suite 115, Horsham, PA 19044 • 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
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
  • 09/2011 → 06/2018
    Acts Retirement Life Communities
    Southampton, PA
  • 08/2015 → 05/2017
    Cairn University
    Langhorne, PA
  • 05/2016 → 12/2020
    Whitemarsh Valley Country Club
    Lafayette Hill, PA
  • 08/2015 → 05/2020
    Cairn University
    Langhorne, PA
  • 01/2021 → 03/2021
    Unemployed
    N/A, PA
  • 03/2021 → Present
    Wealthcare Advisory Partners Llc D/B/A Secure Planning Group
    Horsham, PA
  • 03/2021 → Present
    Lpl Financial Llc
    Horsham, PA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-24
  • S66 Uniform Combined State Law Examination
    2023-04-24

View on SEC IAPD

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