Best Investors
Account
Sign in
1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-02-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial Llc | West Chester | PA | 08/2006 | Present |
| Private Advisor Group, Llc | West Chester | PA | 12/2016 | 01/2017 |
| Wealthcare Advisory Partners Llc | West Chester | PA | 02/2017 | Present |
1. 06/08/2006 - NON-VARIABLE INSURANCE, FIXED INSURANCE: GROUP HEALTH, UNIVERSAL, WHOLE LIFE; CAREER AGENT CONTRACT WITH NATIONAL LIFE - 20% OF TIME SPENT. 2. 12/18/2013 - 20/20 FINANCIAL - NON-VARIABLE INSURANCE DBA - 10% TIME SPENT - NEW DBA FOR LPL AND OUTSIDE BUSINESS 3. 01/09/2014 - 20/20 FINANCIAL GROUP - NON-VARIABLE INSURANCE DBA - 20/20 FINANCIAL GROUP - NEW DBA FOR LPL AND OUTSIDE BUSINESS - TIME SPENT 10% - WEST CHESTER, PA 4. 08/31/2015 - CROOKED ROSE BAND - NOT INV REL - 2 HUNTER DR. THORNTON, PA 19373 - OTHER - MUSICIAN - START 06/15/1999 - 4 HOURS PER MONTH, 0 DURING TRADING. 5. 1/23/2018 - Wealthcare Advisory Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 02/01/2017 - 150 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through Wealthcare Advisory Partners, an independent investment advisor firm. I started this business activity in 02/01/2017. I expect to spend approximately [150 hours per month] on this activity. Please see the Form ADV of the advisory firm 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. 6. 1/30/2018 - Wealthcare Advisory Partners LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 02/01/2017 - 160 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through Wealthcare Advisory Partners LLC, an independent investment advisor firm. I started this business activity in Jan 2018. 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. 7. 2/6/2018 - Wealthcare Advisory Partners LLC - DBA: (Hybrid) 20/20 Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 02/01/2017 - 110 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through 20/20 Financial Group, an independent investment advisor firm. I started this business activity in 02/01/2017. I expect to spend approximately 110 hours per month on this activity. Please see the Form ADV of the advisory firm 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-25 |
Reach out to this advisor