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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-17 |
| TX | RA | APPROVED | 2026-03-13 |
Branch Locations
1065 Andrew Drive, West Chester, PA 19380 • United States
Marietta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Georgia | Athens | GA | 08/2015 | 06/2019 |
| Fisher Investments | Plano | TX | 08/2019 | 06/2023 |
| Wells Fargo Clearing Services, Llc | Fort Worth | TX | 06/2023 | 02/2024 |
| &Partners, Llc | Fort Worth | TX | 02/2024 | 03/2026 |
| Wealthcare Advisory Partners Llc | Shady Springs | GA | 03/2026 | Present |
| Lpl Financial Llc | Marietta | GA | 03/2026 | Present |
1) 03/19/2026-Owenby Jones Wealth Management -Financial Advisor-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 03/17/2026-160hrs/mth-20hrs/mth during trading 2) 03/20/2026-Wealthcare Advisory Partners- Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 03/17/2026- 160 hours per month/20 during trading - I provide investment advisory services through Wealthcare Advisory Partners, an independent investment advisor firm. I started this business activity in 12/2025. 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 4) 03/20/2026- OwenbyJones Wealth Management LLC - Registered Investment Advisor DBA - Advisor- Investment Related - At Reported Business location(s) - Start Date 03/17/2026 - 160 hours per month/ 20 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-09-25 |
| S65 | Uniform Investment Adviser Law Examination | 2019-12-17 |
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