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Current Employers
Wealthcare Advisory Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2017-02-03
  • PA RA
    APPROVED
    Since 2017-02-03

Branch Locations

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

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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-10-07
S63 Uniform Securities Agent State Law Examination 1992-09-25
  • S65 Uniform Investment Adviser Law Examination
    1997-10-07
  • S63 Uniform Securities Agent State Law Examination
    1992-09-25
Designations
Other Names
  • Shev Shevlin
  • Daniel Martin Shevlin
  • Shev Shevlin

View on SEC IAPD

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