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Kathryn Rochelle Lopez

Wealthcare Advisory Partners LLC

West Chester, PA

Winchester, VA

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Current Employers
Wealthcare Advisory Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-06-23
  • VA RA
    APPROVED
    Since 2026-06-23

Branch Locations

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

335 Westside Station Dr, Winchester, VA 22601 • 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
Wealthcare Advisory Partners Llc Winchester VA 06/2026 Present
Water Street Financial Winchester VA 06/2025 06/2026
Navy Federal Credit Union Winchester VA 10/2023 06/2025
One Life Fitness Winchester VA 05/2023 10/2023
Self Employed Winchester VA 04/2017 05/2023
Midatlantic Farm Credit Winchester VA 08/2015 04/2017
  • 06/2026 → Present
    Wealthcare Advisory Partners Llc
    Winchester, VA
  • 06/2025 → 06/2026
    Water Street Financial
    Winchester, VA
  • 10/2023 → 06/2025
    Navy Federal Credit Union
    Winchester, VA
  • 05/2023 → 10/2023
    One Life Fitness
    Winchester, VA
  • 04/2017 → 05/2023
    Self Employed
    Winchester, VA
  • 08/2015 → 04/2017
    Midatlantic Farm Credit
    Winchester, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-02
  • S65 Uniform Investment Adviser Law Examination
    2026-06-02

View on SEC IAPD

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Other Investors

STEPHEN VINCENT MCGUIRE
SMITHA THOMAS
TODD ANTHONY SCORZAFAVA
HENRY JOHN SAUR
JAMES JOSEPH KRAUSE
Stefan Nensala
Charles Dan Gray
Douglas Edward Grom

Other Offices

WEALTHCARE CAPITAL PARTNERS, LLC · WEST CHESTER, PA
LPL FINANCIAL LLC · WEST CHESTER, PA
WEALTHCARE ADVISORY PARTNERS LLC · Westchester, PA
WEALTHCARE CAPITAL MANAGEMENT LLC · WEST CHESTER, PA
KEY FINANCIAL, INC. · WEST CHESTER, PA
TRUIST ADVISORY SERVICES, INC. · WEST CHESTER, PA
WELLS FARGO CLEARING SERVICES, LLC · WEST CHESTER, PA
FINANCIAL COACH · WEST CHESTER, PA

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