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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-22 |
Branch Locations
200 Gibraltar Rd Suite 115, Horsham, PA 19044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Company | Horsham | PA | 01/2019 | 12/2022 |
| Icona Resorts | Wildwood | NJ | 07/2018 | 10/2018 |
| Pennsylvania State University | State College | PA | 08/2014 | 05/2018 |
| Hornor, Townsend & Kent, Llc | Horsham | PA | 02/2019 | 12/2022 |
| Lpl Financial Llc | Horsham | PA | 12/2022 | Present |
| Wealthcare Advisory Partners Llc Dba Secure Planning Group | Horsham | PA | 12/2022 | Present |
1) Mr. Feldman is dually registered with LPL Financial, LLC ("LPL Financial") and Wealthcare Advisory Partners LLC ("WCAP"). Mr. Feldman has served as an investment advisor representative for WCAP and as a registered representative for LPL Financial since January 2026. Business is conducted from Horsham, PA, 19044. Approximately 10% of Mr. Feldman's time is for services as a registered representative and the balance as an investment advisor representative. 2) Life Brokerage LLC and Coastal Insurance Consulting, LLC; Not investment-related; Horsham, PA, 19044; Insurance sales; Implementation of insurance recommendations; 35 hours per month, 0 during trading hours; Licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-10 |
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