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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-05-13 |
| TX | RA | APPROVED_RES | 2021-05-13 |
Branch Locations
1814 East Route 70, Suite 350, Cherry Hill, NJ 08003 • 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 |
|---|---|---|---|---|
| Mutual Of Omaha | Marlton | NJ | 08/2009 | 04/2021 |
| Mutual Of Omaha Investor Services, Inc | Omaha | NE | 04/2011 | 04/2021 |
| Lpl Financial, Llc | Cherry Hill | NJ | 04/2021 | Present |
| Wealthcare Advisory Partners Llc | West Chester | PA | 05/2021 | Present |
1. 5/12/2021 - GDI WEALTH ADVISORS - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 5/5/2021. 2. 5/12/2021 - No Business Name - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Agent - Started 8/2009. 3. 5/18/2021 - Wealthcare Advisory Partners - DBA: (Hybrid) GDI Private Wealth Advisors - Investment Related - At Reported Business Location(s) - IAR - Started 5/5/2021 - 16 Hours Per Month/10 Hours During Securities Trading. 4. 5/18/2021 - Wealthcare Advisory Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 5/5/2021 - 16 Hours Per Month/10 Hours During Securities Trading - I provide investment advisory services through Wealthcare Advisory Partners, an independent investment advisor firm. I started this business activity in 05/2021. I expect to spend approximately 10 hours per month on this activity. Please see the advisory firm's Form ADV 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-03 |
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