Matthew Robert Coburn

Current Employers

Wealthcare Advisory Partners Llc

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2021-10-21

PA RA
APPROVED

Since 2021-10-21

Branch Locations

660 Sentry Parkway, Suite 102, Blue Bell, PA 19422 • United States

1065 Andrew Drive, West Chester, PA 19380 • 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

Organization	City	State	From	To
Cadaret, Grant & Co., Inc	Blue Bell	PA	05/2018	10/2021
Bloomberg Lp	Skillman	NJ	03/2007	05/2018
American Portfolios Financial Services Inc	Holbrook	NY	10/2021	10/2021
Wealthcare Advisory Partners Llc Dba Long Financial Group, Inc.	West Chester	PA	10/2021	Present
Long Financial Group, Inc.	Blue Bell	PA	06/2018	Present
M. S. Howells & Co	Scottsdale	AZ	11/2021	Present

05/2018 → 10/2021

Cadaret, Grant & Co., Inc

Blue Bell, PA
03/2007 → 05/2018

Bloomberg Lp

Skillman, NJ
10/2021 → 10/2021

American Portfolios Financial Services Inc

Holbrook, NY
10/2021 → Present

Wealthcare Advisory Partners Llc Dba Long Financial Group, Inc.

West Chester, PA
06/2018 → Present

Long Financial Group, Inc.

Blue Bell, PA
11/2021 → Present

M. S. Howells & Co

Scottsdale, AZ

Previous Registrations

2021-10-05 → 2021-10-21

American Portfolios Advisors, Inc

Holbrook, NY
2018-07-25 → 2021-10-04

Cadaret, Grant & Co., Inc.

Blue Bell, PA

Syracuse, NY

Syracuse, NY

Other Businesses

1) Welthcare Advisory Partners LLC DBA Long Financial Group Inc; Investment related- Yes; Blue Bell, PA; Nature- Financial Services; Position/Title- Financial Advisor; Start date- 10.21.21; Approximately 160 hours per month, 160 during trading hours; Description- Attract clients trading, security solutions 2) Long Financial Group; Investment related- yes; Blue Bell, PA; Nature- Financial Advisory; Position/Title- Head of Trading and Analytics; Start date- 6.1.18; Approxinally 160 hours per month, 160 during trading hours; Description- Trading and Research

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-07-23

S66 Uniform Combined State Law Examination

2018-07-23

View on SEC IAPD