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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-17 |
Branch Locations
1800 Byberry Road Suite 1412, Huntingdon Valley, PA 19006 • United States
1065 Andrew Drive, West Chester, PA 19380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oakcrest Companies | Winchester | VA | 01/2014 | 03/2018 |
| Element Vapors | Harrisonburg | VA | 01/2015 | 09/2020 |
| Alphastar Capital Management | Cornelius | NC | 02/2024 | 04/2025 |
| Oakcrest Commercial | Winchester | VA | 01/2020 | 12/2022 |
| Realty One Group Old Towne | Winchester | VA | 01/2023 | Present |
| Creekside Insurance Advisors | Winchster | VA | 01/2024 | 06/2025 |
| Wealthcare Advisory Partners Llc | Winchester | VA | 04/2025 | Present |
1. Aspen's Properties, LLC; Non-investment related; 306 Canyon Road, Winchester, VA 22602; Real Estate Holding Company that holds rental properties owned by IAR's family; Part Owner; Identify suitable properties to purchase to turn into rental properties; 06/2018; 5 hours/month; 2 hours/month during trading hours. 2. Realty ONE Group Old Towne; Non-investment related; 1000 Valley Avenue, Winchester, VA 22601; Real Estate Brokerage Firm; Real Estate Sales Person; Identify suitable properties to purchase and turn into rental properties for clients or help clients sell or rent their properties; 07/2020; 5 hours/month; 5 hours/month during trading hours. 3. Licensed Insurance Agent; Owner of Vistor Insurace Advisors LLC; Non-investment related; Same address; Fixed/Annuity Insurance Sales; 03/2024; 30 percent of time per month. 4. Victor Wealth Management; Investment-related; Same address; Financial Advisor; Doing Business As ("DBA") name for advisory activities conducted via Wealthcare Advisory Partners LLC; Full-time position.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-16 |
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