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Current Employers
Wealthcare Advisory Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-06-04
  • FL RA
    APPROVED
    Since 2024-06-04

Branch Locations

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

110 Front Street Suite 300, Jupiter, FL 33477 • 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
Timonier Winston Salem NC 08/1997 03/2023
Luminous Wealth, Llc South Palm Beach FL 07/2023 02/2024
Index Fund Advisors Irvine CA 03/2024 03/2024
Conscious Wealth, Llc Jupiter FL 11/2021 Present
Wealthcare Advisory Partners Llc Dba Luminous Wealth Jupiter FL 05/2024 Present
  • 08/1997 → 03/2023
    Winston Salem, NC
  • 07/2023 → 02/2024
    Luminous Wealth, Llc
    South Palm Beach, FL
  • 03/2024 → 03/2024
    Index Fund Advisors
    Irvine, CA
  • 11/2021 → Present
    Conscious Wealth, Llc
    Jupiter, FL
  • 05/2024 → Present
    Wealthcare Advisory Partners Llc Dba Luminous Wealth
    Jupiter, FL
Previous Registrations
  • 2024-03-06 → 2024-03-26
    Jupiter, FL
    Irvine, CA
  • 2009-07-13 → 2023-03-02
    Winston Salem, NC
  • 2004-09-10 → 2009-07-06
    Kestra Investment Services, Llc
    Winston-Salem, NC
  • 2009-05-29 → 2009-06-05
    Wfg Advisors, Lp
    Winston Salem, NC
  • 2002-04-30 → 2004-12-02
    Baker Capital Advisors, Ltd.
    High Point, NC
Other Businesses

1. Conscious Wealth, LLC; Not investment-related; Same as reported business location(s); Author/Owner; 11/2023; 3 hours per month; The LLC is set up for marketing/distribution in which Timmy receives royalty income from his book, The Awakened Investor. 2. Luminous Wealth; Investment-Related; Same as reported business location(s); DBA for Wealthcare Advisory Partners LLC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-09-05
S63 Uniform Securities Agent State Law Examination 1984-04-23
  • S65 Uniform Investment Adviser Law Examination
    1996-09-05
  • S63 Uniform Securities Agent State Law Examination
    1984-04-23
Other Names
  • Timmy Lee Baker
  • Tim L Baker
  • Tim Baker
  • Timothy Lee Baker

View on SEC IAPD

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