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Current Employers
Wealthcare Advisory Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-03-24
  • TN RA
    APPROVED
    Since 2025-03-24

Branch Locations

76 West 2Nd Street Suite 101, Crossville, TN 38555 • 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
Cumberland County Assessor Of Property Crossville TN 11/2023 03/2025
East Tennessee Dodge Crossville TN 11/2022 08/2023
Cumberland County High School Crossville TN 08/2021 08/2023
Student Crossville TN 03/2015 07/2021
Lpl Financial Llc Crossville TN 11/2024 Present
Wealthcare Advisory Partners Llc Crossville TN 03/2025 Present
  • 11/2023 → 03/2025
    Cumberland County Assessor Of Property
    Crossville, TN
  • 11/2022 → 08/2023
    East Tennessee Dodge
    Crossville, TN
  • 08/2021 → 08/2023
    Cumberland County High School
    Crossville, TN
  • 03/2015 → 07/2021
    Student
    Crossville, TN
  • 11/2024 → Present
    Lpl Financial Llc
    Crossville, TN
  • 03/2025 → Present
    Crossville, TN
Other Businesses

1) 11/13/2024 - Wealthcare Partners of Tennessee - DBA for LPL Business (entity for LPL business) - Inv Related - At reported Business location(s) - Start Date: 10/23/2024 160Hrs/Mnth 8 hrs during Trading. 2) 03/26/2025 - Wealthcare Advisory Partners - Registered Investment Advisor DBA - Inv Related - At reported Business location(s) - Start Date: 03/28/2025 - 80Hrs/Mnth 4 hrs during Trading 3) 03/26/2025 - Wealthcare Advisory Partners - Registered Investment Advisor Hybrid - Inv Related - At reported Business location(s) - Start Date: 03/28/2025 - 160Hrs/Mnth 6 hrs during Trading. I provide investment advisory services through Wealthcare Advisory Partners LLC, an independent investment advisor firm. I started this business activity in 3/2025. I expect to spend approximately 160 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-01
  • S66 Uniform Combined State Law Examination
    2025-03-01

View on SEC IAPD

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