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Joshua Levi Styrcula

Wealthcare Advisory Partners LLC

West Chester, PA

Cincinnati, OH

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Current Employers
Wealthcare Advisory Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-03-31
  • OH RA
    APPROVED
    Since 2022-03-31

Branch Locations

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

9435 Waterstone Blvd Suite 140, Cincinnati, OH 45249 • 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
Lifeplan Financial Group, Inc. Dayton OH 09/2009 02/2017
Adviceperiod, Llc Cincinnati OH 02/2017 03/2022
Mariner Platform Solutions Cincinnati OH 03/2022 03/2022
Wealthcare Advisory Partners Llc Cincinnati OH 03/2022 Present
  • 09/2009 → 02/2017
    Lifeplan Financial Group, Inc.
    Dayton, OH
  • 02/2017 → 03/2022
    Adviceperiod, Llc
    Cincinnati, OH
  • 03/2022 → 03/2022
    Mariner Platform Solutions
    Cincinnati, OH
  • 03/2022 → Present
    Wealthcare Advisory Partners Llc
    Cincinnati, OH
Previous Registrations
  • 2022-03-01 → 2022-04-07
    Mariner Independent
    Cincinnati, OH
  • 2017-02-23 → 2022-03-30
    Adviceperiod, Llc
    Mason, OH
    Cincinnati, OH
    Cincinnati, OH
  • 2011-06-21 → 2017-02-14
    Lifeplan Financial Group, Inc.
    Dayton, OH
    Miamisburg, OH
  • 2006-05-18 → 2009-09-17
    Ameriprise Financial Services, Llc
    Dayton, OH
    Cincinnati, OH
Other Businesses

City of Mason; City Council Member; non-investment related; 12/2019; Mason, Ohio; Approve funding for certain activities related to city government.; less than 10% of time during non-trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-27
  • S66 Uniform Combined State Law Examination
    2007-08-27
Designations
Other Names
  • Joshua Levi Styrcula
  • Joshua Levi Strycula

View on SEC IAPD

Other Firms

WEALTHCARE CAPITAL PARTNERS, LLC
LPL FINANCIAL LLC
WEALTHCARE CAPITAL MANAGEMENT LLC
KEY FINANCIAL, INC.
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
FINANCIAL COACH
PGIM INVESTMENTS LLC

Other Investors

STEPHEN VINCENT MCGUIRE
SMITHA THOMAS
TODD ANTHONY SCORZAFAVA
HENRY JOHN SAUR
JAMES JOSEPH KRAUSE
Stefan Nensala
Charles Dan Gray
Douglas Edward Grom

Other Offices

WEALTHCARE CAPITAL PARTNERS, LLC · WEST CHESTER, PA
LPL FINANCIAL LLC · WEST CHESTER, PA
WEALTHCARE ADVISORY PARTNERS LLC · Westchester, PA
WEALTHCARE CAPITAL MANAGEMENT LLC · WEST CHESTER, PA
KEY FINANCIAL, INC. · WEST CHESTER, PA
TRUIST ADVISORY SERVICES, INC. · WEST CHESTER, PA
WELLS FARGO CLEARING SERVICES, LLC · WEST CHESTER, PA
FINANCIAL COACH · WEST CHESTER, PA

More in West Chester, PA

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