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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alphastar Capital Management | Winchester | VA | 01/2018 | 04/2025 |
| Creekside Insurance Advisors Inc. | Winchester | VA | 12/2009 | Present |
| Wealthcare Advisory Partners Llc | Winchester | VA | 04/2025 | Present |
1) Creekside Insurance Advisors Inc.; Not investment-related; Same address; Licensed insurance agent; Insurance sales; Implementation of insurance recommendations; 25% of time during the month. 2) Creekside Financial Group Inc.; Investment-related; Same address; Doing business as ("DBA") name for investment advisory activity conducted with Wealthcare Advisory Partners LLC; Full-time position. 3) Ready 2 Go Properties LLC; Not investment-related; Stephens City, VA 22655; Investment property holding company; Managing Member; Manage all aspects of owned rental properties; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-13 |
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