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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-07 |
Branch Locations
Hermosa Beach, CA • United States
1065 Andrew Drive, West Chester, PA 19380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Alta Loma | CA | 08/2015 | 08/2017 |
| Jp Morgan Chase | Montclair | CA | 09/2017 | 09/2018 |
| Puritan Financial Group | Ontario | CA | 10/2018 | 01/2020 |
| Prudential | El Segundo | CA | 01/2020 | 04/2020 |
| Nylife Securities Llc | Glendale | CA | 04/2020 | 06/2021 |
| Aegis Wealth Management, Inc. | Hermosa Beach | CA | 06/2021 | 08/2026 |
| Wealthcare Advisory Partners Llc | Hermosa Beach | CA | 08/2026 | Present |
1) Licensed Insurance Agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 25% of time during the month. 2) Pier Financial Group; Investment-related; Same address; Doing Business As ("DBA") name for investment advisory activities conducted via Wealthcare Advisory Partners LLC; Financial Advisor; Full-time position.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-17 |
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