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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Water Street Financial Llc | Winchester | VA | 10/2021 | 01/2024 |
| Wealthcare Advisory Partners Llc D/B/A Water Street Financial | Winchester | VA | 01/2024 | Present |
| Wealthcare Advisory Partners, Llc | Winchester | VA | 05/2016 | 09/2021 |
1. Personal Real Estate - Not Investment-Related - Property Manager - 2004 - <5% of time per month - Lease out and manage a residential townhouse property. 2. Walter Street Financial - Not investment related - Same as business location - Insurance Agent - 3/11/2025 - 10 hours per month - implementations of insurance recommendations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-08 |
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