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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-12-20 |
Branch Locations
1065 Andrew Drive, West Chester, PA 19380 • United States
391 Springfield Ave Suite 1E, Berkeley Heights, NJ 07922 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | New York | NY | 06/2023 | 10/2024 |
| Merck & Co | Kenilworth | NJ | 05/2022 | 07/2022 |
| Campbell Deegan Financial | Richmond | VA | 06/2021 | 07/2021 |
| Instacart | Chatham | NJ | 06/2020 | 08/2020 |
| A-Day Camp, Inc | Chatham | NJ | 06/2018 | 07/2019 |
| Unemployed | Chatham | NJ | 07/2013 | 06/2018 |
| University Of Richmond | Richmond | VA | 08/2019 | 05/2023 |
| The Prudential Insurance Company Of America | New York | NY | 09/2023 | 09/2024 |
| Unemployed | Chatham | NJ | 05/2023 | 09/2023 |
| Lpl Financial, Llc | Berkeley Heights | NJ | 10/2024 | Present |
| Wealthcare Advisory Partners Llc Dba Wealthscorz | Berkeley Heights | NJ | 10/2024 | Present |
1) 10/2024 - WealthScorz Financial Group / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2) 11/07/2024 - Wealthcare Advisory Partners, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/16/2024 - 40 Hours Per Month/ During Trading - I provide investment advisory services through Wealthcare Advisory Partners LLC, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 11/07/2024 - WealthScorz Financial Group - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/16/2024 - 40 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-05 |
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