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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-28 |
Branch Locations
1065 Andrew Drive, West Chester, PA 19380 • United States
8606 North Nc Highway 109, Winston-Salem, NC 27107 • United States
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 |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 04/2018 | 03/2020 |
| Truliant Federal Credit Union | Winston-Salem | NC | 01/2017 | 04/2018 |
| Upstream Public Relations | Winston-Salem | NC | 07/2012 | 01/2018 |
| Pruco Securities, Llc. | Charlotte | NC | 04/2020 | 02/2023 |
| Prudential Financial Planning Services | Charlotte | NC | 05/2020 | 03/2023 |
| Park Avenue Securities Llc | Winston Salem | NC | 03/2023 | 01/2024 |
| Edward Jones | St Louis | MO | 01/2024 | 06/2025 |
| Horace Mann Investors, Inc. | Springfield | IL | 08/2025 | 06/2026 |
| Wealthcare Advisory Partners Llc Dba Wiser Wealthcare | Winston-Salem | NC | 07/2026 | Present |
| Consolidated Planning | Winston-Salem | NC | 03/2023 | 01/2024 |
1) Wiser Wealthcare; Not investment-related; Winston-Salem, NC, 27107; Insurance sales; Implementation of insurance recommendations; 5 hours per month, 0 during trading hours; Licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-23 |
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