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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-27 |
| TX | RA | APPROVED | 2020-01-16 |
Branch Locations
1130 Crosspointe Lane Suite 2A, Webster, NY 14580 • United States
1065 Andrew Drive, West Chester, PA 19380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Soccer For Success Buffalo | Buffalo | NY | 10/2016 | 05/2017 |
| Brady Corporation | Buffalo | NY | 06/2017 | 01/2018 |
| Stampede Capital Partners | Buffalo | NY | 01/2018 | 06/2018 |
| Paychex Insurance Agency | Rochester | NY | 07/2018 | 10/2018 |
| Focalpoint Wealth Management | Rochester | NY | 10/2018 | Present |
| Canisius College | Buffalo | NY | 09/2015 | 10/2016 |
| Lpl Financial, Llc | Webster | NY | 10/2018 | Present |
| Wealthcare Advisory Partners, Llc | Webster | NY | 01/2020 | Present |
1. 8/29/2019 - Bandit Properties LLC - Investment Related - 1379 long pong road rochester ny 14626 - Other - Started 3/10/2017 - 5 Hours Per Month - Time Spent 5%. 2. 8/29/2019 - Focal Point Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 8/23/2019 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 3. 2/18/2020 - Wealthcare Advisory Partners, LLC - DBA: (Hybrid) Focalpoint Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 8/23/2019 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 4. 2/18/2020 - Wealthcare Advisory Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Stared 01/2020 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Wealthcare Advisory Partners, LLC, an independent investment advisor firm. I started this business activity in 01/2020. 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. 11/23/2020 - DoorDash - Not Investment Related - There is no specific address as this is a delivery job. - Outside/ W-2 Employment - Started 10/29/2020 - 10 Hours Per Month/0 Hours During Securities Trading - Delivery driver for DoorDash.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-13 |
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