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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-23 |
| NY | RA | APPROVED | 2021-06-09 |
Branch Locations
227 Gallant Fox Lane, Webster, NY 14580 • 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 |
|---|---|---|---|---|
| Sdv Tax Service | Webster | NY | 01/1999 | Present |
| Lpl Financial, Llc | Webster | NY | 07/2016 | Present |
| Wealthcare Advisory Partners, Llc | Webster | NY | 08/2016 | Present |
(1) 07/29/2016: Wealthcare Partners, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 227 Gallant Fox Lane Webster, NY 14580 - Start 07/22/2016 - 200 Hr/Mo; 50 Hour(s) During Securities Trading; 90% Time Spent (2) 07/29/2016: SDV Tax Services - Tax Prep/Accounting/CPA - Investment Related - 227 Gallant Fox Lane - Start 01/01/1999 - 25 Hr/Mo; 0 Hour(s) During Securities Trading; 10% Time Spent - Owner (3) 07/29/2016: Focal Point Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 227 Gallant Fox Lane Webster, NY 14580 - Start 07/22/2016 - 160 Hr/Mo; 90% Time Spent (4) 08/15/2016: Wealthcare Advisory Partners, LLC - Registered Investment Advisor Hybrid - DBA: (Hybrid) Wealthcare Advisory Partners, LLC - Investment Related - 227 Gallant Fox Lane Webster, NY 14580 - Start 07/22/2016 - 200 Hr/Mo; 50 Hour(s) During Securities Trading; 90% Time Spent (5) 08/15/2016: Wealthcare Advisory Partners, LLC - Registered Investment Advisor DBA - DBA: FocalPoint Wealth Management - Investment Related - 227 Gallant Fox Lane Webster, NY 14580 - Start 07/22/2016 - 200 Hr/Mo; 50 Hour(s) During Securities Trading; 90% Time Spent (6) 10/11/2016: SDV Tax Services - Tax Prep/Accounting/CPA - Investment Related - 227 Gallant Fox Lane - Start 01/01/1999 - 20 Hr/Mo; 1 Hour(s) During Securities Trading - Owner and tax preparer (7) 06/03/2022 - Vestri Holdings LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 05/16/2022 - Start Date - 05/16/2022 - 100 Hours Per Month/ 100 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-03 |
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