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Current Employers
Wealthcare Capital Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2024-07-12
  • IA RA
    APPROVED
    Since 2024-07-12

Branch Locations

904 Nile Kinnick Drive South Unit 203, Adel, IA 50003 • 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
Edward D. Jones & Co., L.P. St Louis MO 04/2018 05/2022
Greenfield Family Dentistry Greenfield IA 01/2018 04/2018
Restoration Dental Center Marion IA 10/2017 12/2017
Kirkwood Community College Cedar Rapids IA 08/2017 12/2017
Blair Ridge Dental Hiawatha IA 01/2017 08/2017
Reitz Dental Reading PA 08/2012 12/2016
Lpl Financial Llc West Des Moines IA 06/2022 11/2023
Wealthcare Advisory Partners Indianola IA 03/2023 12/2024
Arkadios Capital Atlanta GA 11/2023 04/2024
Wealthcare Capital Partners, Llc Indianolo IA 07/2024 Present
  • 04/2018 → 05/2022
    Edward D. Jones & Co., L.P.
    St Louis, MO
  • 01/2018 → 04/2018
    Greenfield Family Dentistry
    Greenfield, IA
  • 10/2017 → 12/2017
    Restoration Dental Center
    Marion, IA
  • 08/2017 → 12/2017
    Kirkwood Community College
    Cedar Rapids, IA
  • 01/2017 → 08/2017
    Blair Ridge Dental
    Hiawatha, IA
  • 08/2012 → 12/2016
    Reitz Dental
    Reading, PA
  • 06/2022 → 11/2023
    West Des Moines, IA
  • 03/2023 → 12/2024
    Wealthcare Advisory Partners
    Indianola, IA
  • 11/2023 → 04/2024
    Arkadios Capital
    Atlanta, GA
  • 07/2024 → Present
    Indianolo, IA
Previous Registrations
Other Businesses

1. Name of Business: Waukee Dental; Investment-Related: No; Address: 402 E Hickman Rd., Waukee, IA 50623; Nature of Business: Dental Office; Position: Dental Hygienist; Start Date: 4/28/25; Hours per Month Spent: 20, 15% during trading hours; Duties: Patient prophylaxis, periodontal disease treatment, prevention of oral diseases 2. Name of Business: Highland Capital Brokerage; Investment-Related: Yes; Address: 505 Waterford Park, Minneapolis, MN 55441; Nature of Business: Insurance; Position: Insurance and Annuity Agent; Start Date: 1/1/2025; Hours per Month Spent: 2, 0% during trading hours; Duties: Write insurance and indexed annuity policies for clients as needed: Term, Whole, Disability, LTC, Indexed

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-28
  • S66 Uniform Combined State Law Examination
    2018-06-28
Other Names
  • Jessica Kay Roth

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