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Current Employers
Wealthcare Advisory Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-03-17
TX RA APPROVED 2026-03-13
  • GA RA
    APPROVED
    Since 2026-03-17
  • TX RA
    APPROVED
    Since 2026-03-13

Branch Locations

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

Marietta, GA • 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
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-09-25
S65 Uniform Investment Adviser Law Examination 2019-12-17
  • S63 Uniform Securities Agent State Law Examination
    2023-09-25
  • S65 Uniform Investment Adviser Law Examination
    2019-12-17

View on SEC IAPD

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