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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-15 |
Branch Locations
137 North Second Street, Easton, PA 18042 • United States
1065 Andrew Drive, West Chester, PA 19380 • United States
137 North Second Street, Easton, PA 18042 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-02-14 |
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 |
|---|---|---|---|---|
| Investment Advisors Asset Management, Llc | Easton | PA | 12/2003 | 03/2020 |
| Royal Alliance Associates, Inc. | Easton | PA | 11/2006 | 03/2020 |
| Iam Advisory Llc | Easton | PA | 06/2019 | Present |
| Wealthcare Advisory Partners Llc | Easton | PA | 07/2026 | Present |
1) On a temporary and transitional basis, Mr. Parsons will be dually registered as an investment advisor representative with IAM Advisory LLC ("IAM") and Wealthcare Advisory Partners LLC ("WCAP"). IAM and WCAP are not affiliated entities. Following the transition of clients from IAM to WCAP, this dual affiliation will cease.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1979-09-10 |
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