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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-07-02 |
Branch Locations
1065 Andrew Drive, West Chester, PA 19380 • United States
200 Gibraltar Road Suite 115, Horsham, PA 19044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Bala Cynwyd | PA | 01/2007 | 06/2018 |
| Mml Investors Services, Inc. | Bala Cynwyd | PA | 02/2007 | 06/2018 |
| Lpl Financial Llc | Horsham | PA | 06/2018 | Present |
| Wealthcare Advisory Partners, Llc | Horsham | PA | 07/2018 | Present |
1)07/02/2018 - DBA for LPL Business (entity for LPL business) - Secure Planning Group, LLC - 50% - HORSHAM, PA 19044 2)07/02/2018 - Non-Variable Insurance - Delval Senior Advisors - 25% - NORTH WALES, PA 19454 3. 7/3/2018 - Wealthcare Advisory Partners LLC - DBA: Secure Planning Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date:06/19/2018 - 80 Hours Per Month/20 Hours During Trading - Time Spent: 100% - I provide investment advisory services through Wealthcare Advisory Partners LLC, an independent investment advisor firm. I started this business activity in 07/01/2018. I expect to spend approximately 80 hours per month on this activity. Please see the Form ADV of the advisory firm 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. 4. 7/3/2018 - Wealthcare Advisory Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date:07/01/2018 - 40 Hours Per Month/10 Hours During Trading - Time Spent: 10% - I provide investment advisory services through Wealthcare Advisory Partners LLC, an independent investment advisor firm. I started this business activity in 07/01/2018. I expect to spend approximately [40 hours per month] on this activity. Please see the Form ADV of the advisory firm 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-25 |
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