Best Investors Account Sign in
Current Employers
Wealthcare Advisory Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-05-16
  • FL RA
    APPROVED
    Since 2019-05-16

Branch Locations

Boca Raton, FL • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Boca Raton FL 12/2011 Present
Independent Financial Partners Boca Raton FL 01/2016 05/2019
Wealthcare Advisory Partners, Llc Dba Innovative Financial Solut Boca Raton FL 05/2019 Present
  • 12/2011 → Present
    Lpl Financial Llc
    Boca Raton, FL
  • 01/2016 → 05/2019
    Boca Raton, FL
  • 05/2019 → Present
    Wealthcare Advisory Partners, Llc Dba Innovative Financial Solut
    Boca Raton, FL
Previous Registrations
  • 2016-01-19 → 2019-05-13
    Boca Raton, FL
    Boca Raton, FL
  • 2012-01-18 → 2013-07-01
    Boca Raton, FL
  • 2006-09-21 → 2011-11-14
    Merrimac Corporate Securities, Inc.
    Altamonte Springs, FL
    Altamonte Springs, FL
    Boca Raton, FL
    Longwood, FL
    Longwood, FL
Other Businesses

1. 12/15/2011 - Innovative Financial Solutions, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance DBA - Time Spent 70% - Fixed annuities, life, health, disability, LTC, P&C. 2. 12/15/2011 - Michael J. Freedman, EA - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Time Spent 10% - Tax practice, tax prep and planning. Book and record keeping. 3. 10/14/2015 - Innovative Financial Solutions, Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 10/08/2015 - 4 Hours Per Month/0 Hours During Securities Trading. 4. 2/12/2016 - Innovative Financial Solutions, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2016 - 80 Hours Per Month/4 Hours During Securities Trading. 5. 3/10/2016 - Innovative Financial Solutions, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 01/01/2016 - 2 Hours Per Month/40 Hours During Securities Trading. 6. 6/19/2019 - Wealthcare Advisory Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 05/13/2019 - 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 05/2019. 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-04-30
  • S66 Uniform Combined State Law Examination
    1999-04-30
Designations

View on SEC IAPD

More in Boca Raton, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor