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Current Employers
Wealthcare Advisory Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-01-03
  • GA RA
    APPROVED
    Since 2020-01-03

Branch Locations

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

3950 Cobb Parkway, Suite 1004, Acworth, GA 30101 • 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
Retirement Wealth Advisors Acworth GA 08/2016 12/2019
Windbrook Solutions Acworth GA 04/2002 Present
College Planning Institute Acworth GA 09/2010 Present
Georgia Prep Sports Network Acworth GA 10/2007 Present
Wealthcare Advisory Partners, Llc Dba Windbrook Solutions Acworth GA 12/2019 Present
  • 08/2016 → 12/2019
    Retirement Wealth Advisors
    Acworth, GA
  • 04/2002 → Present
    Windbrook Solutions
    Acworth, GA
  • 09/2010 → Present
    College Planning Institute
    Acworth, GA
  • 10/2007 → Present
    Georgia Prep Sports Network
    Acworth, GA
  • 12/2019 → Present
    Wealthcare Advisory Partners, Llc Dba Windbrook Solutions
    Acworth, GA
Previous Registrations
Other Businesses

1) Windbrook Solutions; Insurance/investment related; 3950 cobb parkway, 1004 acworth, GA 30101; Insurance sales; owner/agent; started 4/02;approx.. 40 hrs per week, 25 hrs per week during securities hours; independently sell life, annuities, DI & LTC 2) College Planning Institute; college;non-investment related; 3950 cobb pkwy suite 1004, acworth, GA 30101; College and career consulting;owner;started 10/09; 45 hours per week (21 per week during trading hours);work with college bound students and families through college admissions, career and financial aid process. 3)Georgia Prep Sport Network; non-investment related; 3950 cobb pkwy suite 1004, acworth, GA 30101; director of broadcasting/ owner; started 10/2009; approx 20 hours per month 0 are during security hours; broadcasting and communicating of high school sports

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-09
  • S65 Uniform Investment Adviser Law Examination
    2016-08-09

View on SEC IAPD

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