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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-09-18 |
| PA | RA | APPROVED | 2018-02-07 |
Branch Locations
200 Gibraltar Road Suite 315, 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 |
|---|---|---|---|
| PA | RA | APPROVED | 2012-09-10 |
Branch Locations
200 Gibraltar Rd Ste 115, Horsham, PA 19044 • United States
1960 S Easton Rd, Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Horsham | PA | 09/2012 | Present |
| Wealthcare Advisory Partners Llc | Horsham | PA | 02/2018 | Present |
1. 07/03/2012 - SECURE EMPLOYEE PLANNING - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - 35% TIME SPENT - SALES OF FIXED LIFE, HEALTH, DISABLITY, LONG TERM CARE, DENTAL, BUSINESS, AND UMBRELLA INSURANCE. 2. 8/27/2012 - Secure Planning Group, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 11/01/2016 - The First Tee program - Outside/W-2 Employment - Philadelphia, pa - Not Inv Rel - Start date: 11/1/2016 - 8 Hours Per Month/0 Hours During Securities Trading 4. 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. 5. 3/8/2018 - Wealthcare Advisory Partners, LLC - DBA: Secure Planning Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - 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. 3/9/2018 - Robinwood Properties LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 02/01/2018 - 10 Hours Per Month/0 Hours During Securities Trading. 7. 4/19/2018 - Salon C'est Belle - Not Investment Related - 807 N. Easton Rd, Doylestown, Pa. 18902 - Business Owner - Co-Owner - Started 04/04/2018 - 10 Hours Per Month/0 Hours During Securities Trading - Salon Hair Business. 8. 04/18/2019 - Robinwood Holding : Stars Salon - Not inv related - 1438 Easton Rd, Warrington, PA 18976 - Business Entity For Tax/Investment Purposes Only - start date: 11/30/2018 - 5 hrs/mo - 0 hrs during trading. - Owner of a Hair Salon 9. 3/18/2021 - Robinwood 1960 LLC - Investment Related - Home Based & Doylestown, Pa. 18901 - Real Estate Rental - Start Date: 04/01/2021 - 5 hrs/mo - 0 hrs during trading. - Real Estate. I have and office here and we have multiple tenants 10. 08/20/2025 - Robinwood 824 LLC - Real Estate Rental - Home Based - Inv Rel - Start Date: 10/07/2025 - 1 hrs/mo - 0 hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-04 |
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