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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard | Malvern | PA | 09/2015 | 11/2017 |
| N/A | West Chester | PA | 01/2015 | 05/2021 |
| Santini Financial | West Chester | PA | 05/2021 | 01/2024 |
| The Investment Center, Inc. | West Chester | PA | 05/2021 | 03/2024 |
| Ic Advisory Services, Inc. | West Chester | PA | 09/2022 | 03/2024 |
| Wealthcare Advisory Partners Llc D/B/A Wc Advisory | West Chester | PA | 03/2024 | Present |
| Cristina Bennett, Inc | West Chester | PA | 01/2023 | Present |
| Lpl Financial Llc | West Chester | PA | 03/2024 | Present |
1- 03/2024 / Wealth Care Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 100 hrs mth / 5 hrs during trading / At reported business location(s) 2- 03/2024 / Ash Brokerage / Non-Variable Insurance / Investment Related / 5 hrs mth / 1 hr during trading / Start date: 01/01/2023 3- 03/2024 / Cristina Bennett, Inc / Tax Prep/Accounting/CPA / Investment Related / 20 hrs mth / 2 hrs during trading / State date: 01/01/2022 4- 03/14/2024 - Wealthcare Advisory Partners, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related -At Reported Business Location(s)- Start Date 03/11/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Wealthcare Advisory Partners LLC, an independent investment advisor firm. I started this business activity in 3/2024. I expect to spend approximately 160 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- 03/14/2024 - Wealthcare Partners - Registered Investment Advisor DBA - IAR - Investment Related -At Reported Business Location(s)- Start Date 03/11/2024 - 160 Hours Per Month/ 8 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-04 |
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