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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-12-10 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | West Chester | PA | 06/2014 | Present |
| Wealthcare Advisory Partners Llc | West Chester | PA | 12/2014 | Present |
(1) 06/30/2014: NO BUSINESS NAME - INV REL - 2 W MARKET ST, STE 405, WEST CHESTER, PA 19382 - NON-VARIABLE INSURANCE - 1% OF TIME SPENT - AGENT. LIFE INSURANCE (2) 12/12/2014: WEALTHCARE PARTNERS - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 32 ANDREW DR WEST CHESTER PA 19380 - 20 HR/MO ALL DURING SECS TRDG HRS (3) 01/30/2015: WEALTHCARE ADVISORY PARTNERS, LLC - INV REL - 1065 ANDREW DRIVE WEST CHESTER, PA 19380 - REGISTERED INVESTMENT ADVISOR HYBRID: (HYBRID) WEALTHCARE ADVISORY PARTNERS, LLC - START 11/28/14 - 40 HR/MO ALL DURING SECS TRDG HRS - PROVIDE INVESTMENT ADVICE (4) 02/24/2015: BREDIN INVESTMENT SERVICES - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - 1065 ANDREW DR WEST, CHESTER PA 19380 - START 07/01/2014 - 100 HR/MO 60 DURING SECS TRDG HRS (5) 03/03/2015: WEALTHCARE ADVISORY PARTNERS.,LLC - INV REL - 1065 ANDREW DR WEST CHESTER, PA 19380 - REGISTERED INVESTMENT ADVISOR DBA: (HYBRID) WEALTHCARE PARTNERS - START 02/19/2015 - 100 HR/MO 60 DURING SECS TRDG HRS - OFFER FINANCIAL PLANS AND ADVICE ON A FIXED AS WELL AS HOURLY FEE (6) 07/27/2022 - Wealthcare Advisory Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 11/28/2014 - 40 Hours Per Month/40 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 11/2014. I expect to spend approximately 40 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-30 |
| S65 | Uniform Investment Adviser Law Examination | 1995-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-27 |
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