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Current Employers
Wealthcare Advisory Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-05-13
TX RA APPROVED_RES 2021-05-13
  • NJ RA
    APPROVED
    Since 2021-05-13
  • TX RA
    APPROVED_RES
    Since 2021-05-13

Branch Locations

1814 East Route 70, Suite 350, Cherry Hill, NJ 08003 • United States

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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-03-12
S63 Uniform Securities Agent State Law Examination 2011-10-03
  • S65 Uniform Investment Adviser Law Examination
    2012-03-12
  • S63 Uniform Securities Agent State Law Examination
    2011-10-03
Designations

View on SEC IAPD

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