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Wealthcare Advisory Partners LLC CRD 171976
$8.29B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-04-14 |
| TX | RA | APPROVED_RES | 2023-04-14 |
Branch Locations
3350 Center Grove Suite 3, Dubuque, IA 52003 • United States
1065 Andrew Drive, West Chester, PA 19380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heacock & Jones Financial Services, Inc. | Dubuque | IA | 01/2009 | 04/2023 |
| Wealthcare Advisory Partners, Llc | Dubuque | IA | 04/2023 | Present |
1) INSURANCE SALES; NON-INVESTMENT RELATED; SAME ADDRESS; SELL LIFE, LONG TERM CARE, DISABILITY, HEALTH INSURANCE, AND ANNUITIES; STARTED 10-1990; 1 HR PER DAY,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-03 |
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