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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-12-02 |
| PA | RA | APPROVED | 2018-02-07 |
Branch Locations
200 Gibraltar Road Suite 115, Horsham, PA 19044 • United States
1065 Andrew Drive, West Chester, PA 19380 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-03-22 |
| PA | RA | APPROVED | 2012-09-11 |
Branch Locations
200 Gibraltar Rd Ste 115, Horsham, PA 19044 • United States
1 E. Uwchlan Avenue Suite 302, Exton, PA 19341 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Horsham | PA | 09/2012 | Present |
| Wealthcare Advisory Partners Llc | Horsham | PA | 02/2018 | Present |
1. 09/10/2012 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 20% - Sales of life, long term care, group and individual medical, life, long term care and disability insurance. 2. 09/10/2012 - Secure Planning Group, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 3. 2/1/2017 - SIMONE FINANCIAL GROUP - INVESTMENT RELATED - HOME BASE - Business Entity For Tax/Investment Purposes Only - START DATE 01/01/1999 - 0 HOURS PER MONTH. 4. 2/13/2018 - WealthCare Advisory Partners, LLC - DBA: Secure Planning Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 01/18/2018 - 80 Hours Per Month/3 Hours During Securities Trading - I provide investment advisory services through Secure Planning Group LLC, an independent investment advisor firm. I started this business activity in 01/18/2018. 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. 5. 3/8/2018 - Wealthcare Advisory Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/18/2018 - 80 Hours Per Month/3 Hours During Securities Trading - I provide investment advisory services through Wealthcare Advisory Partners LLC, an independent investment advisor firm. I started this business activity in 01/18/2018. 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. 6. 02/16/2024 - Soloff Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/13/2024 - 4 Hours Per Month/ 0 Hours During Trading 7. 11/05/2025 - Scantek Information Solutions, Inc - Outside/W-2 Employment - Not Investment Related - Willow Grove, PA - Start Date 05/04/2025 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-26 |
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