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Current Employers
Wealthcare Advisory Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-05-12
  • PA RA
    APPROVED
    Since 2023-05-12

Branch Locations

660 Sentry Parkway Suite 200, Blue Bell, PA 19422 • United States

1065 Andrew Drive, West Chester, PA 19380 • 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
Morgan Stanley Smith Barney Llc New York NY 07/2019 12/2019
Linium Resources Charlotte NC 06/2017 07/2019
Assured Partners Wilkes Barre PA 01/2017 05/2017
Wilkes University Wilkes Barre PA 08/2016 01/2017
Bny Mellon Securities Corporation New York NY 02/2020 06/2021
Brinker Capital Berwyn PA 07/2021 05/2023
Orion Portfolio Solutions Omaha NE 01/2022 05/2023
Wealthcare Advisory Partners, Llc Dba Long Financial Group Llc Blue Bell PA 05/2023 Present
M.S. Howells & Co Scottsdale AZ 05/2023 Present
  • 07/2019 → 12/2019
    Morgan Stanley Smith Barney Llc
    New York, NY
  • 06/2017 → 07/2019
    Linium Resources
    Charlotte, NC
  • 01/2017 → 05/2017
    Assured Partners
    Wilkes Barre, PA
  • 08/2016 → 01/2017
    Wilkes University
    Wilkes Barre, PA
  • 02/2020 → 06/2021
    New York, NY
  • 07/2021 → 05/2023
    Brinker Capital
    Berwyn, PA
  • 01/2022 → 05/2023
    Orion Portfolio Solutions
    Omaha, NE
  • 05/2023 → Present
    Wealthcare Advisory Partners, Llc Dba Long Financial Group Llc
    Blue Bell, PA
  • 05/2023 → Present
    M.S. Howells & Co
    Scottsdale, AZ
Previous Registrations
Other Businesses

1.Wealthcare Advisory Partners, LLC dba Long Financial Group; Investment related- Yes; 660 Sentry Parkway Suite 200 Blue Bell, PA 19422; Nature- Financial Planning; Position/title- Director; Start date- 5.16.23; Approximately 60hrs per month; of those 160 hours will be during trading hours; Description- Consulting, planning, investments, strategy 2. Wilkes University Alumni Board, Investment Related- No, 84 W. South St. Wilkes-Barre, PA 18766, Nature- New Board Member, Position/Title- Board Member, Start date- 6.7.24, Approximately 3 hours per month, 0 during trading hours, Description- Alumni Relations 3. Greater West Chester Chamber of Commerce; Investment-Realted- No; West Chester, PA; Nature- Next Gen Chair; Position/Title- Executive Committee; Start date- 6.1.24; Approximately 2 hours per month, 1 during trading hours; Description- Participation in Young professional group

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-21
  • S66 Uniform Combined State Law Examination
    2020-02-21
Designations
Other Names
  • Dom Ammirato

View on SEC IAPD

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