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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 2024-12-19
  • PA RA
    APPROVED
    Since 2024-12-19

Branch Locations

Titusville, PA • 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
Counsel Fiduciary, Llc New York NY 06/2006 Present
Thiel College Greenville PA 08/2016 01/2020
Wealthcare Advisory Partners Llc Dba Counsel Fiduciary, Llc Titusville PA 12/2024 Present
  • 06/2006 → Present
    Counsel Fiduciary, Llc
    New York, NY
  • 08/2016 → 01/2020
    Thiel College
    Greenville, PA
  • 12/2024 → Present
    Wealthcare Advisory Partners Llc Dba Counsel Fiduciary, Llc
    Titusville, PA
Previous Registrations
  • 2021-04-08 → 2025-03-31
    Counsel Fiduciary, Llc
    Waterford, PA
    Titusville, PA
    Brooklyn, NY
Other Businesses

1) Ms. Middleton has served as an Investment Advisor Representative for Counsel Fiduciary, LLC (CRD #139948) since 04/2021. She will be maintaining this dual registration for transitional purposes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-03-29
  • S65 Uniform Investment Adviser Law Examination
    2006-03-29
Designations
Other Names
  • Susan Grinnell Knapp
  • Susan Grinnell Gamble

View on SEC IAPD

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