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910 Dougherty Rd, Aiken, SC 29803-6515 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthcare/Financial Planners, Llc | Aiken | SC | 07/2012 | Present |
WealthCare/Financial Planners LLC, Investment-related, 910 Dougherty Rd., Aiken, SC 29803, Nature of Business: Tax Planning and Tax return preparation, Position: CEO, Start date: 2014. Work 40 hours per month all during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-10-14 |
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