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Current Employers
Wealthcare Capital Management Llc

2 James Center 1021 East Cary Street, #702, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2018-04-09
  • VA RA
    APPROVED
    Since 2018-04-09

Branch Locations

2 James Center 1021 East Cary Street, #702, Richmond, VA 23219 • 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 Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America, Inc Richmond VA 09/2015 03/2017
Securities America Advisors North Chesterfield VA 08/2016 03/2017
Lpl Financial, Llc Midlothian VA 03/2017 03/2018
Colonial River Investments, Llc Midlothian VA 04/2017 06/2017
Wealthcare Advisory Partners (Dba:WEalthcare Capital Management) Richmond VA 03/2018 Present
Lpl Financial, Llc Richmond VA 03/2020 Present
  • 09/2015 → 03/2017
    Securities America, Inc
    Richmond, VA
  • 08/2016 → 03/2017
    Securities America Advisors
    North Chesterfield, VA
  • 03/2017 → 03/2018
    Midlothian, VA
  • 04/2017 → 06/2017
    Colonial River Investments, Llc
    Midlothian, VA
  • 03/2018 → Present
    Wealthcare Advisory Partners (Dba:WEalthcare Capital Management)
    Richmond, VA
  • 03/2020 → Present
    Richmond, VA
Previous Registrations
  • 2017-04-28 → 2018-04-02
    Midlothian, VA
    Midlothian, VA
  • 2016-08-15 → 2017-04-03
    Securities America Advisors, Inc.
    North Chesterfield, VA
Other Businesses

1. 3/20/2020 - WealthCare Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 3/30/2020 - Wealthcare Advisory Partners- Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin. - Started 3/26/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Wealthcare Advisory Partners, an independent investment advisor firm. I started this business activity in 3/2020. I expect to spend approximately 160 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. 3. 3/30/2020 - Wealthcare Advisory Partners - DBA: (Hybrid) Wealthcare Capital Management - Investment Related - At Reported Business Location(s) - Admin. - Started 3/26/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-08
  • S66 Uniform Combined State Law Examination
    2014-09-08

View on SEC IAPD

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