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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-02 |
Branch Locations
2 E Wheeling St., Baltimore, MD 21230 • United States
1065 Andrew Drive, West Chester, PA 19380 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Baltimore | MD | 05/2009 | 09/2016 |
| Lpl Financial, Llc | Baltimore | MD | 09/2016 | Present |
| Wealthcare Advisory Partners, Llc | Baltimore | MD | 09/2016 | Present |
(1) 09/09/2016: Wealthcare Partners - DBA for LPL Business (entity for LPL business) - Investment Related - 2 E. Wheeling St. Baltimore, MD 21230 - Start 09/01/2016 - 70 Hr/Mo; 6.5 Hour(s) During Securities Trading; 35% Time Spent (2) 11/03/2016: Wealthcare Advisory Partners LLC - Registered Investment Advisor DBA - DBA: Wealthcare Partners - Investment Related - 2 E. Wheeling St. Baltimore, MD 21230 - Start 09/01/2016 - 130 Hr/Mo; 6.5 Hour(s) During Securities Trading; 65% Time Spent - IAR (3) 11/03/2016: Wealthcare Advisory Partners LLC - Registered Investment Advisor Hybrid - DBA: (Hybrid) Wealthcare Advisory Partners LLC - Investment Related - 2 E. Wheeling St. Baltimore, MD 21230 - Start 09/01/2016 - 200 Hr/Mo; 6.5 Hour(s) During Securities Trading; 100% Time Spent - IAR (4) 04/15/2017 - Federal Hill Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Provide investment advice to clients - Started 04/15/2017 - 160 Hours Per Month/130 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-05 |
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