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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 06/2012 | 12/2020 |
| Bank Of America, N.A. | Los Angeles | CA | 01/2013 | 12/2020 |
| Aire Advisors, Llc | Beverly Hills | CA | 12/2020 | 04/2023 |
| Wealthcare Advisory Parnters, Llc | Beverly Hills | CA | 04/2023 | Present |
1.) ASHTAD PUBLISHING, INC.; NON-INVESTMENT-RELATED; LOCATED: 9903 SANTA MONICA BLVD, #908, BEVERLY HILLS, CA 90212; NATURE: FORMELY A PUBLISHING COMPANY WITH NO CURRENT PUBLISHING ACTIVITY; POSITION: PRESIDENT AND CEO; STARTING 4/6/2023; LESS THAN ONE HOUR PER MONTH; DUTIES: ANNUAL FILINGS TO MAINTAIN ENTITIES' STATUS, COMPENSATION FOR IAR ACTIVITY IS PAID OUT THROUGH THIS ENTITY. 2.) INSURANCE SALES; SAME ADDRESS; NON-INVESTMENT RELATED; APPX 10% OF TIME DURING THE MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-28 |
| S65 | Uniform Investment Adviser Law Examination | 1992-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-16 |
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