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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 2024-04-11
  • PA RA
    APPROVED
    Since 2024-04-11

Branch Locations

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 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
  • 01/2023 → Present
    Lpl Financial Llc
    West Chester, PA
  • 07/2023 → Present
    Uber
    Philadelphia, PA
  • 03/2020 → Present
    Doordash
    Philadelphia, PA
  • 03/2020 → 08/2020
    Instacart
    Philadelphia, PA
  • 05/2017 → 08/2019
    7 Mile Free Ride
    Avalon, NJ
  • 08/2017 → 06/2022
    University Of Delaware
    Newark, DE
  • 09/2013 → 06/2017
    Bayard Rustin High School
    West Chester, PA
  • 06/2013 → 08/2017
    Concord Country Club
    Concordville, PA
  • 05/2015 → 09/2016
    Self-Employed
    West Chester, PA
  • 03/2024 → Present
    Wealthcare Advisory Partners Llc D/B/A 20/20 Financial Group
    West Chester, PA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-30
  • S66 Uniform Combined State Law Examination
    2024-01-30

View on SEC IAPD

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