Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2026-08-10
GA RA APPROVED 2026-03-03
TX RA APPROVED_RES 2026-02-24
  • ME RA
    APPROVED
    Since 2026-08-10
  • GA RA
    APPROVED
    Since 2026-03-03
  • TX RA
    APPROVED_RES
    Since 2026-02-24

Branch Locations

21 Eastbrook Bend Suite 118, Peachtree City, GA 30269 • United States

1055 Lpl Way, Fort Mill, SC 29715 • United States

Wealthcare Financial Group, Inc.

21 Eastbrook Bend, Suite 118, Peachtree City, GA 30269 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2024-07-25
CA RA APPROVED 2023-08-15
DC RA APPROVED 2023-05-31
NY RA APPROVED 2023-05-03
VA RA APPROVED 2023-03-04
TX RA APPROVED 2021-01-04
LA RA APPROVED 2019-11-27
GA RA APPROVED 2017-05-25
MD RA APPROVED 2016-10-21
  • ME RA
    APPROVED
    Since 2024-07-25
  • CA RA
    APPROVED
    Since 2023-08-15
  • DC RA
    APPROVED
    Since 2023-05-31
  • NY RA
    APPROVED
    Since 2023-05-03
  • VA RA
    APPROVED
    Since 2023-03-04
  • TX RA
    APPROVED
    Since 2021-01-04
  • LA RA
    APPROVED
    Since 2019-11-27
  • GA RA
    APPROVED
    Since 2017-05-25
  • MD RA
    APPROVED
    Since 2016-10-21

Branch Locations

21 Eastbrook Bend, Suite 118, Peachtree City, GA 30269 • United States

3355 Lenox Road Suite 750, Atlanta, GA 30326 • United States

4800 Hampden Lane Suite 200, Bethesda, MD 20814 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Kovack Securities, Inc. Ft, Lauderdale FL 01/2012 10/2016
Kovack Advisors Ft. Lauderdale FL 01/2012 10/2016
Wealthcare Financial Group, Inc. Peachtree City GA 10/2016 Present
Hbcu Legacy, Llc Peachtree City GA 12/2020 02/2026
Lpl Financial Llc Peachtree City GA 02/2026 Present
  • 01/2012 → 10/2016
    Kovack Securities, Inc.
    Ft, Lauderdale, FL
  • 01/2012 → 10/2016
    Kovack Advisors
    Ft. Lauderdale, FL
  • 10/2016 → Present
    Peachtree City, GA
  • 12/2020 → 02/2026
    Hbcu Legacy, Llc
    Peachtree City, GA
  • 02/2026 → Present
    Peachtree City, GA
Previous Registrations
  • 2012-01-24 → 2016-10-20
    Ft. Lauderdale, FL
    Bethesda, MD
  • 2010-02-04 → 2012-01-23
    Kingdomtrust Capital Management, Inc.
    Bowie, MD
  • 2009-08-03 → 2009-12-31
    Kingdomtrust Capital Management, Inc.
    Bowie, MD
  • 2008-06-20 → 2009-06-19
    Columbia, MD
  • 2007-12-05 → 2008-06-25
    Columbia, MD
  • 2006-03-06 → 2007-12-12
    Bowie, MD
    Bowie, MD
  • 2006-01-11 → 2006-03-13
    Msi Financial Services, Inc.
    Greenbelt, MD
  • 2003-07-14 → 2006-01-09
    Raymond James Financial Services, Inc.
    Landover, MD
    Newtown, PA
  • 2003-03-19 → 2003-07-21
    Rockville, MD
  • 2000-07-12 → 2003-03-26
    A. G. Edwards & Sons, Inc.
    Columbia, MD
Other Businesses

1. 2/2026 - Wealthcare Financial Group, Inc. - Non-Variable Insurance - Investment Related - 30 Hour(s)/Month - 30 Hour(s) During Trading - Peachtree City GA 30269 - OBA Start date: 01/12/2012 2. 2/2026 - Wealthcare Financial Group, Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported Business Location (s) - OBA Start date: 2/23/2026 3. 2/2026 - Wealthcare Financial Group, Inc. - Business Entity For Tax/Investment Purposes Only - Investment Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Peachtree City GA 30269 - OBA Start date: 01/12/2012

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-06-28
S63 Uniform Securities Agent State Law Examination 1996-01-23
  • S66 Uniform Combined State Law Examination
    2000-06-28
  • S63 Uniform Securities Agent State Law Examination
    1996-01-23

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Peachtree City, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor