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Current Employers
Wealthcare Advisory Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-02
  • MD RA
    APPROVED
    Since 2025-01-02

Branch Locations

2 E Wheeling St., Baltimore, MD 21230 • United States

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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
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
  • 05/2009 → 09/2016
    Wells Fargo Advisors Llc
    Baltimore, MD
  • 09/2016 → Present
    Lpl Financial, Llc
    Baltimore, MD
  • 09/2016 → Present
    Baltimore, MD
Previous Registrations
Other Businesses

(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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-04-20
S63 Uniform Securities Agent State Law Examination 1993-05-05
  • S65 Uniform Investment Adviser Law Examination
    2004-04-20
  • S63 Uniform Securities Agent State Law Examination
    1993-05-05

View on SEC IAPD

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