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Current Employers
Wealthcare Advisory Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-12-18
PA RA APPROVED 2018-02-07
  • TX RA
    APPROVED_RES
    Since 2018-12-18
  • PA RA
    APPROVED
    Since 2018-02-07

Branch Locations

1 East Uwchlan Ave Suite 302, Exton, PA 19341 • 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
First Niagara Downingtown PA 06/2010 09/2016
Lpl Financial, Llc East Norriton PA 06/2010 09/2016
Key Investment Services Llc Downingtown PA 09/2016 10/2016
Lpl Financial Llc Exton PA 10/2016 Present
Wealthcare Advisory Partners Llc Exton PA 02/2018 Present
Previous Registrations
  • 2016-09-21 → 2016-10-19
    Plymouth Meeting, PA
    Downington, PA
  • 2010-06-28 → 2016-09-21
    Devon, PA
    Downington, PA
    Emmaus, PA
    Coatesville, PA
    Exton, PA
    Frazier, PA
    East Norriton, PA
    Norristown, PA
    Chester Springs, PA
    Conshohocken, PA
    Downingtown, PA
  • 2008-12-11 → 2010-06-03
    M&T Securities, Inc.
    Allentown, PA
    Reading, PA
    Wyomissing, PA
    Pottstown, PA
    Birdsboro, PA
    Boyertown, PA
    Reading, PA
Other Businesses

1. 10/14/2016 - Secure Planning Group, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 3/8/2018 - Wealthcare Advisory Partners, LLC - DBA: (Hybrid) Secure Planning Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 1/18/2018 - 80 Hours Per Month/3 Hours During Securities Trading - I provide investment advisory services through Wealthcare Advisory Partners LLC, an independent investment advisor firm. I started this business activity in 01/18/2018. I expect to spend approximately 80 hours per month on this activity. Please see the Form ADV of the advisory firm 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. 10/31/2018 - Coastal Insurance Consulting - Investment Related - 110 N. Phoenixville Pike, Suite 200 Malvern, PA 19355 - Non-Variable Insurance - Start Date: 01/01/2018 - 5 Hours Per Month/1 Hours During Trading. 4. 06/17/2022 - No Business Name - Not Investment Related - Home Based - Other - Business Owner - Owner - Start Date - 08/01/2022 - 8 Hors Per Month/ 0 Hours During Securities Trading - Federal Firearms License.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-12-29
S63 Uniform Securities Agent State Law Examination 2006-05-02
  • S65 Uniform Investment Adviser Law Examination
    2007-12-29
  • S63 Uniform Securities Agent State Law Examination
    2006-05-02
Other Names
  • Travis K. Boyer

View on SEC IAPD

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