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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-07-14 |
Branch Locations
1065 Andrew Drive, West Chester, PA 19380 • United States
8606 Noth Nc Highway 109, Winston-Salem, NC 27107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 03/2006 | 08/2019 |
| Carolina Financial Professionals | Winston-Salem | NC | 01/2000 | Present |
| Wiser Financial Coaching, Llc | Winston-Salem | NC | 04/2007 | 07/2021 |
| Efficient Advisors, Llc | Philadelphia | PA | 01/2017 | Present |
| M. S. Howells & Co. | Scottsdale | AZ | 08/2019 | Present |
| Wiser Benefit Consultants | Winston-Salem | NC | 04/2010 | Present |
| Wealthcare Advisory Partners Llc Dba Wiser Wealthcare, Inc. | Winston-Salem | NC | 07/2021 | Present |
1- 01/2000; CAROLINA FINANCIAL PROFESSIONALS LLC, WINSTON-SALEM, NC; NON-INVESTMENT RELATED; INSURANCE SALES; MANAGING MEMBER; CLIENT INSURANCE NEEDS; 10 HRS/MONTH; .5 HRS/DAY DURING MARKET HOURS; 2- 2010; WISER BENEFIT CONSULTANTS, WINSTON-SALEM, NC; INVESTMENT RELATED; INVESTMENT SALES COMMISSION; OWNER/RR; CLIENT COMMISSION INVESTMENT NEEDS;120 HRS/MONTH DURING MARKET HOURS. 3- 2017; EFFICIENT ADVISORS, WINSTON-SALEM, NC; INVESTMENT RELATED; INVESTMENT ADVISORY REP; SOLICITOR ONLY; WORK WITH CLIENTS ON NEEDS BASED INVESTMENT OPTIONS; DEVOTE 80 HR/MONTH, 4 HRS/DAY DURING MARKET HOURS. 4- AUG 2021; WEALTHCARE ADVISORY PARTNERS, DBA WISER WEALTHCARE, INC, WINSTON-SALEM, NC; INVESTMENT RELATED, INVESTMENT ADVISORY; IAR; INVESTMENT ADVISORY FOR CLIENT'S FINANCIAL NEEDS; DEVOTE 80 HRS/MONTH DURING MARKET HOURS. 5-DEC 2021; RECRUITER, WEALTHCARE ADVISORY PARTNERS, LLC (WCAP), WINSTON SALEM, NC; INVESTMENT RELATED; RECRUITER; RECRUITING RIAs TO WCAP; DEVOTE 20 HRS/MONTH, 10 HRS/MONTH DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-10 |
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