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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | West Chester | PA | 01/2023 | Present |
| Uber | Philadelphia | PA | 07/2023 | Present |
| Doordash | Philadelphia | PA | 03/2020 | Present |
| Instacart | Philadelphia | PA | 03/2020 | 08/2020 |
| 7 Mile Free Ride | Avalon | NJ | 05/2017 | 08/2019 |
| University Of Delaware | Newark | DE | 08/2017 | 06/2022 |
| Bayard Rustin High School | West Chester | PA | 09/2013 | 06/2017 |
| Concord Country Club | Concordville | PA | 06/2013 | 08/2017 |
| Self-Employed | West Chester | PA | 05/2015 | 09/2016 |
| Wealthcare Advisory Partners Llc D/B/A 20/20 Financial Group | West Chester | PA | 03/2024 | Present |
1) 07/26/2023 - 2020 FINANCIAL GROUP - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 07/26/2023 - DOORDASH - Outside/W-2 Employment - Delivery - CA 94107 - Non investment related - 5 Hours per month - Start date: 03/01/2020. 3) 07/26/2023 - UBER - Outside/W-2 Employment - Ride Share - CA 94103 - Non investment related - 15 Hours per month - Start date: 07/01/2023. 4) 11/15/2023 - Wealthcare Advisory Partners, LLC DBA 2020 Financial Group - Inv Related - At Reported business Location(s) - Registered Investment Advisor DBA - Registered Admin - Start date: 8/1/2023 - 160 Hrs/Mo; 8 Hrs During Trading. 5) 04/24/2024 - Wealthcare Advisory Partners, LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 04/11/2024 - 160 Hrs/Mo; 6 Hrs During Trading - I provide investment advisory services through Wealthcare Advisory Partners LLC, an independent investment advisor firm. I started this business activity in 4/2024. I expect to spend approximately 180 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. 6) 04/24/2024 - 20/20 Financial Group - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 04/11/2024 - 150 Hours Per Month/ 5 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-30 |
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