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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-05-17 |
| TX | RA | APPROVED | 2019-05-13 |
Branch Locations
1065 Andrew Drive, West Chester, PA 19380 • United States
1500 Weston Road Suite 200-9, Weston, FL 33326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Weston | FL | 02/2016 | 01/2025 |
| Independent Financial Partners | Dallas | TX | 02/2016 | 05/2019 |
| Wealthcare Advisory Partners Llc/Dba:SAncus Wealth Management | Weston | FL | 05/2019 | Present |
1. 02/02/2016 - JCJ Fitness, LLC - INV REL - 706 Kent Ct Southlake, TX 76092 - Business Entity For Tax/Investment Purposes Only - START Business Entity For Tax/Investment Purposes Only - JCJ Fitness is an existing LLC only and has no active business under the entity. 2. 3/2/2016 - Sancus Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 02/02/2016 - 200 Hours Per Month/150 Hours During Securities Trading. 4. 3/10/2016 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/02/2016 - 200 Hours Per Month/150 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-02 |
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