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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-11-18 |
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