Tara Diamond

Current Employers

Wealthcare Advisory Partners Llc

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2024-04-08

PA RA
APPROVED

Since 2024-04-08

Branch Locations

512 W. Lancaster Ave Suite 3, Wayne, PA 19087 • 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

Organization	City	State	From	To
Lululemon	Berwyn	PA	05/2011	Present
Wealthcare Advisory Partners Llc D/B/A The Roi Capital Group	Wayne	PA	03/2024	Present

05/2011 → Present

Lululemon

Berwyn, PA
03/2024 → Present

Wealthcare Advisory Partners Llc D/B/A The Roi Capital Group

Wayne, PA

Other Businesses

1. The ROI Capital Group - Investment Related - At Reported Business Location(s) - DBA for Wealthcare Advisory Partners LLC - 03/2024 - 160 hours per month.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-03-07

S65 Uniform Investment Adviser Law Examination

2024-03-07

View on SEC IAPD

Current Employers

Wealthcare Advisory Partners Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

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