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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-04-30 |
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