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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2016-10-27 |
Branch Locations
1021 Wiltshire Drive, La Plata, MD 20646 • 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 |
|---|---|---|---|---|
| Unemployed | La Plata | MD | 06/2016 | 10/2016 |
| Lpl Financial, Llc | La Plata | MD | 10/2016 | Present |
| Wealthcare Advisory Partners Llc | Richmond | VA | 11/2016 | Present |
(1) 10/26/2016: FinPoint Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 2100 E. Cary Street, suite 200, Richmond, VA 23223 - Start 10/06/2016 - 160 Hr/Mo; 7 Hour(s) During Securities Trading; 100% Time Spent (2) 11/03/2016: Wealthcare Advisory Partners LLC - Registered Investment Advisor - DBA: (Hybrid) Wealthcare Advisory Partners LLC - Investment Related - 2100 E. Cary St. suite 200, Richmond, VA 23223 - Start 10/06/2016 - 160 Hr/Mo; 7 Hour(s) During Securities Trading; 100% Time Spent. (3) 1/13/2017 - Wealthcare Advisory Partners LLC - DBA: (Hybrid) FinPoint Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 10/6/2016 - 160 Hours Per Month/7 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Wealthcare Advisory Partners, an independent investment advisor firm. I started this business activity in 10/6/2016. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-14 |
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