Christopher Stephen Cotterell

Current Employers

Employment History

• 01/2016 → Present
  Lpl Financial Llc
  Winchester, VA
• 04/2016 → 09/2021
  Wealthcare Advisory Partners Llc
  Winchester, VA
• 10/2021 → 01/2024
  Water Street Financial Llc
  Winchester, VA
• 01/2024 → Present
  Wealthcare Advisory Partners Llc D/B/A Water Street Financial
  Winchester, VA

Previous Registrations

• 2021-10-01 → 2023-12-31
  Water Street Financial Llc
  Winchester, VA
• 2016-02-03 → 2021-09-30
  Wealthcare Advisory Partners Llc
  Winchester, VA
  West Chester, PA
  Winchester, VA
• 2008-06-01 → 2016-01-29
  Osaic Institutions, Inc.
  Strasburg, VA
  Winchester, VA
  Winchester, VA
• 2007-11-02 → 2008-06-01
  Bi Investments, Llc
  Winchester, VA
• 2004-10-20 → 2007-10-08
  American General Securities Incorporated
  Winchester, VA
  Winchester, VA

Other Businesses

1. 01/29/2016 - Water Street Financial - Investment-Related - At Reported Business Location(s) - DBA Name for Wealthcare Advisory Partners and LPL Financial - 160 Hours per month - Is a managing partner of the d/b/a Water Street Financial. 2. 04/24/2024 - Wealthcare Advisory Partners LLC - Inv related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started: 1/31/2024 - 160 Hrs/mo; 6 Hrs During Trading - I provide investment advisory services through Wealthcare Advisory Partners LLC, an independent investment advisor firm. I started this business activity in 1/2024. 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. 3. 04/24/2024 - Water Street Financial - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 12/01/2015 - 80 Hours Per Month/ 4 Hours During Trading 4. 06/21/2024 - WSF Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/12/2024 - 0 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2004-01-20
• S63 Uniform Securities Agent State Law Examination
  1995-07-20

Other Names

• Chris S Cotterell
• Christopher S Cotterell