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2 James Center 1021 East Cary Street, #702, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2018-04-09 |
Branch Locations
2 James Center 1021 East Cary Street, #702, Richmond, VA 23219 • 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 |
|---|---|---|---|---|
| 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 |
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%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-08 |
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