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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-15 |
Branch Locations
365 Clinton Avenue, Wyckoff, NJ 07481 • United States
1065 Andrew Drive, West Chester, PA 19380 • United States
137 North Second Street, Easton, PA 18042 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-03-13 |
Branch Locations
137 North Second Street, Easton, PA 18042 • United States
385 Clinton Avenue 2Nd Floor, Wyckoff, NJ 07481 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Advisors Asset Management, Llc | Mahwah | NJ | 02/2005 | 03/2020 |
| Royal Alliance Associates, Inc. | Mahwah | NJ | 11/2006 | 03/2020 |
| Iam Advisory Llc | Wyckoff | NJ | 03/2020 | Present |
| Wealthcare Advisory Partners Llc | Wyckoff | NJ | 07/2020 | Present |
1) On a temporary and transitional basis, Mr. Bianchi will be dually registered as an investment advisor representative with IAM Advisory LLC ("IAM") and Wealthcare Advisory Partners LLC ("WCAP"). IAM and WCAP are not affiliated entities. Following the transition of clients from IAM to WCAP, this dual affiliation will cease. 2) CFA INSTITUTE, NON-INVESTMENT RELATED; 477 MADISON AVENUE, 21ST FLOOR, NEW YORK, NY 10022 MEMBER SINCE 1985; 5 HRS/MTH; NON PROFIT ORGANIZATION FOR THE ADVANCEMENT OF ETHICAL INVESTMENT RESEARCH AND PORTFOLIO MANAGEMENT. JOHN AND JO ELLEN BIANCHI POSITION: Co-Owner NATURE: Other - Sold 50% equity interest in Homeat 10 Arlena Court, Madison, NJ to my Son-In-Law, Russell Hoffman and Daughter, Christina Hoffman on 4-03-18 for $432,500. Still own 50% interest in property and share maintenace costs. No longer renting home to Russell Hoffman and Christina Hoffman. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/03/2018 ADDRESS: 91 Walnut St West, Mahwah NJ 07430, United States DESCRIPTION: Sold 50% interest in rental property tomy Son-In-Law, Russell Hoffman and Daughter, Christina Hoffman. The address of the house is 10 Arlena Court, Madison, NJ 07940. Ultimate goal is for them to acquire remaining interest in home either through secondary purchase and/or outright gift of our equity interest.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-11-11 |
| S65 | Uniform Investment Adviser Law Examination | 1991-12-18 |
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