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Current Employers
Wealthcare Advisory Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-07-02
  • NJ RA
    APPROVED
    Since 2025-07-02

Branch Locations

Two Greentree Center 9000 Lincoln Drive East Suite 302, Marlton, NJ 08053 • 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
Meeder Investment Management, Inc. Dublin OH 06/2010 12/2016
Lincoln Investment Voorhees NJ 12/2016 12/2024
Lpl Financial Llc Cherry Hill NJ 06/2025 Present
Capital Analysts Marlton NJ 01/2017 12/2024
Unemployed Cherry Hill NJ 01/2025 05/2025
Wealthcare Advisory Partners Llc Marlton NJ 06/2025 Present
  • 06/2010 → 12/2016
    Meeder Investment Management, Inc.
    Dublin, OH
  • 12/2016 → 12/2024
    Voorhees, NJ
  • 06/2025 → Present
    Lpl Financial Llc
    Cherry Hill, NJ
  • 01/2017 → 12/2024
    Marlton, NJ
  • 01/2025 → 05/2025
    Unemployed
    Cherry Hill, NJ
  • 06/2025 → Present
    Marlton, NJ
Previous Registrations
Other Businesses

1. 06/26/2025 - GDI Wealth, LLC - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Inv rel - Suite 350, Cherry Hill, NJ, - Start date: 06/22/2025 - 160 Hr/ mnth 8 hr during trading 2. 07/02/2025 - GDI Private Wealth Advisors - Registered Investment Advisor DBA - At Reported Business Location(s) - Inv rel - Start date: 06/22/2025 - 160 Hr/ mnth 8 hr during trading 3. 07/02/2025 - Wealthcare Advisory Partners, LLC - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Inv rel - Start date: 06/22/2025 - 160 Hr/ mnth 8 hr during trading. I provide investment advisory services through Wealthcare Advisory Partners LLC, an independent investment advisor firm. I started this business activity in 6/2025. 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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-11-18
  • S63 Uniform Securities Agent State Law Examination
    1994-11-18

View on SEC IAPD

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