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Current Employers
Wealthcare Advisory Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2022-12-08
  • LA RA
    APPROVED
    Since 2022-12-08

Branch Locations

660 Sentry Parkway Suite 102, Blue Bell, PA 19422 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Cadaret, Grant & Co., Inc. Boonton NJ 10/1991 09/2022
Renaissance Financial Services Boonton NJ 12/1992 09/2022
Wealthcare Advisory Partners, Llc - Dba Long Financial Blue Bell PA 09/2022 Present
  • 10/1991 → 09/2022
    Cadaret, Grant & Co., Inc.
    Boonton, NJ
  • 12/1992 → 09/2022
    Renaissance Financial Services
    Boonton, NJ
  • 09/2022 → Present
    Wealthcare Advisory Partners, Llc - Dba Long Financial
    Blue Bell, PA
Previous Registrations
  • 2002-10-29 → 2022-08-09
    Cadaret, Grant & Co., Inc.
    Syracuse, NY
    Syracuse, NY
    Boonton, NJ
    Syracuse, NY
    Syracuse, NY
Other Businesses

INSURANCE SALE WITH VARIOUS INSURANCE COMPANIES, NON-INVESTMENT RELATED, <5% OF TIME DEVOTED TO ACTIVITY, SELL LIFE, HEALTH, DISABILITY & LONG TERM CARE INSURANCE PRODUCTS; JOHN F. NORTON, BOONTON, NJ, INSURANCE, SOLE PROPRIETORSHIP, START 6/1975, <1% OF TIME DEVOTED TO ACTIVITY, SELL LIFE & MEDICAL SUPPLEMENTS INSURANCE PRODUCTS WITH VARIOUS INSURANCE COMPANIES.

Other Names
  • John F Norton

View on SEC IAPD

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