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Current Employers
Wealthcare Advisory Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2017-01-11
  • PA RA
    APPROVED
    Since 2017-01-11

Branch Locations

1065 Andrew Drive, Westchester, PA 19380 • United States

1065 Andrew Drive, West Chester, PA 19380 • 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
Lpl Financial West Chester PA 02/2016 Present
Wealthcare Advisory Partners, Llc West Chester PA 03/2016 Present
Previous Registrations
Other Businesses

(1) 03/4/16-Wealthcare Partners/DBA for LPL Business (entity for LPL business)/1) No 2) No 3) No 4) Yes, no/100%/1065 Andrew Drive West Chester, PA 19382 (2) 03/4/16-Personal Rental Income/Real Estate Rental/1. Owner of the property 2. 919 Valley Forge Rd., Apt 2, Phoenixville, PA 19460/5%/919 Valley Forge Rd., Phoenixville, PA 19460 (3) 3/11/2016: Wealthcare Advisory Partners, LLC - DBA: (Hybrid) Wealthcare Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 02/01/2016 - 160 Hours Per Month/40 Hours During Securities Trading - Admin. (4) 3/11/2016: Wealthcare Advisory Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 02/01/2016 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-09-12
  • S63 Uniform Securities Agent State Law Examination
    2013-09-12
Designations
Other Names
  • Dan Mccarthy
  • Daniel C Mccarthy

View on SEC IAPD

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