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Current Employers
Wealthcare Advisory Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-01-02
  • VA RA
    APPROVED
    Since 2024-01-02

Branch Locations

Winchester, VA • 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
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
  • 10/2021 → 01/2024
    Water Street Financial Llc
    Winchester, VA
  • 01/2024 → Present
    Wealthcare Advisory Partners Llc D/B/A Water Street Financial
    Winchester, VA
  • 05/2016 → 09/2021
    Winchester, VA
Previous Registrations
  • 2021-10-01 → 2023-12-31
    Water Street Financial Llc
    Winchester, VA
  • 2016-05-05 → 2021-09-30
    Winchester, VA
    West Chester, PA
    Winchester, VA
  • 2010-05-12 → 2016-04-01
    Hfi Wealth Management
    Winchester, VA
    Shepherdstown, WV
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-05-10
S63 Uniform Securities Agent State Law Examination 2002-04-08
  • S65 Uniform Investment Adviser Law Examination
    2010-05-10
  • S63 Uniform Securities Agent State Law Examination
    2002-04-08
Designations

View on SEC IAPD

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