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Current Employers
Wealthcare Advisory Partners Llc

1065 Andrew Drive, West Chester, PA 19380 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-09-18
PA RA APPROVED 2018-02-07
  • TX RA
    APPROVED_RES
    Since 2020-09-18
  • PA RA
    APPROVED
    Since 2018-02-07

Branch Locations

200 Gibraltar Road Suite 315, Horsham, PA 19044 • United States

1065 Andrew Drive, West Chester, PA 19380 • United States

Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2012-09-10
  • PA RA
    APPROVED
    Since 2012-09-10

Branch Locations

200 Gibraltar Rd Ste 115, Horsham, PA 19044 • United States

1960 S Easton Rd, Doylestown, PA 18901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Horsham PA 09/2012 Present
Wealthcare Advisory Partners Llc Horsham PA 02/2018 Present
Previous Registrations
  • 2009-12-22 → 2012-09-18
    Cetera Wealth Services, Llc
    Mt Laurel, NJ
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-11-07
S63 Uniform Securities Agent State Law Examination 2009-09-04
  • S65 Uniform Investment Adviser Law Examination
    2009-11-07
  • S63 Uniform Securities Agent State Law Examination
    2009-09-04
Designations
Other Names
  • Neil Gordon
  • Neil Ira Gordon

View on SEC IAPD

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