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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2013 | 01/2019 |
| Citizens Securities, Inc. | Flourtown | PA | 01/2019 | 02/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bala Cynwyd | PA | 02/2021 | 03/2026 |
| Wealthcare Advisory Partners Llc | Glenmoore | PA | 03/2026 | Present |
| Lpl Financial Llc | Glenmoore | PA | 03/2026 | Present |
1) 2026-03-19 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Wealthcare Partners - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-02-27 - 160hrs/mth - 160hrs/mth during trading 2) 2026-03-19 - East Falls Development Corp - Non-Profit Board Member - Y - Philadelphia PA - 2026-02-26 - 4hrs/mth - 0hrs/mth during trading 3) 2026-03-19 - Springfield Township Rotary - Non-Profit Board Member - Y - Flourtown PA - 2026-02-26 - 7hrs/mth - 4hrs/mth during trading 4) 2026-03-19 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - (Hybrid) Wealthcare Advisory Partners - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2026-02-27 - 160hrs/mth - 160hrs/mth during trading 5) 2026-03-19 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - (Hybrid) Wealthcare Partners - Registered Investment Advisor DBA - Y - at reported business location(s) - 2026-02-27 - 160hrs/mth - 160hrs/mth during trading - Financial advisor 6) 2026-03-31 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Rubiq Financial - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-03-26 - 160hrs/mth - 160hrs/mth during trading 7) 2026-05-06 - LifeX Research Corp - Outside/W-2 Employment - N - Pittsburgh, PA - 2026-04-27 - 1hrs/mth - 0hrs/mth during trading 8) 07/13/2026 - Rubiq Financial - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 03/19/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-21 |
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