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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-14 |
Branch Locations
137 North Second Street, Easton, PA 18042 • United States
1065 Andrew Drive, West Chester, PA 19380 • United States
137 North Second Street, Easton, PA 18042 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Advisors Asset Management, Llc | Easton | PA | 01/2004 | 03/2020 |
| Royal Alliance Associates, Inc. | Easton | PA | 11/2006 | 03/2020 |
| Iam Advisory Llc | Easton | PA | 03/2020 | Present |
| Wealthcare Advisory Partners Llc | Easton | PA | 07/2026 | Present |
1) On a temporary and transitional basis, James Bartolacci will be dually registered as an investment advisor representative with IAM Advisory LLC ("IAM") and Wealthcare Advisory Partners LLC ("WCAP"). IAM and WCAP are not affiliated entities. Following the transition of clients from IAM to WCAP, this dual affiliation will cease.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-30 |
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