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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-02 |
Branch Locations
1065 Andrew Drive, West Chester, PA 19380 • United States
Alachua, FL • United States
2 disclosure categories 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 | Jupiter | FL | 12/2015 | Present |
| Independent Financial Partners | Palm Beach Gardens | FL | 12/2015 | 05/2019 |
| Wealthcare Advisory Partners, Llc | Alachua | FL | 05/2019 | Present |
1. 12/18/2015: SDA Tropical Holdings, LLC - Investment Related - 9400 SE Point Terrace, Jupiter, FL 33469 - Business Entity For Tax/Investment Purposes Only - Started 5/6/2005 - 0 Hours Per Month. 2. 2/17/2016: United American Insurance Co. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/12/2016 - 2 Hours Per Month During Securities Trading. 3. 4/11/2016 - Solaris Financial Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/01/2016 - 20 Hours Per Month During Securities Trading. 4. 10/24/2016: Daniel Ascani - Mortgage/Real Estate Services - Investment Related - The Keyes Company, 16891 Jupiter Farms Road, Jupiter, FL 33478 - Start 10/04/2016 - 10 Hr/Mo; 5 Hour(s) During Securities Trading - Real Estate License 5. 11/14/2017 - IFP Insurance Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/26/2017 - 2 Hours Per Month During Securities Trading. 6. 6/13/2019 - Wealthcare Advisory Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 05/29/2019 - 160 Hours Per Month/6 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 05/2019. I expect to spend approximately 160 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. 7. 11/26/2019 - No Business Name - Not Investment Related - Location/Address: N/A (ride share - no office needed) - Other-Ride Share Business - Started 11/15/2019 - 20 Hours Per Month/0 Hours During Securities Trading - Sole Proprietor assisting step-son in his ride share business plan with occasional driving through Uber, Lyft, and DoorDash. 8. 12/17/2019 - No Business Name - Investment Related - 9400 SE Point Terrace, Jupiter, FL 33469 - Real Estate Rental - 1 Hour Per Month/0 Hours During Securities Trading - Occasional seasonal rental of property at 9400 SE Point Terrace, Jupiter, FL 33469.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-23 |
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