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Robert James Burdumy

Wealthcare Advisory Partners LLC

West Chester, PA

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Current Employers
Wealthcare Advisory Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-02-14
  • PA RA
    APPROVED
    Since 2020-02-14

Branch Locations

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

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Group Thornton PA 09/2015 09/2016
Lincoln Investment Planning Jenkintown PA 09/2016 01/2020
Wealthcare Advisory Partners, Llc West Chester PA 02/2020 Present
  • 09/2015 → 09/2016
    Lincoln Financial Group
    Thornton, PA
  • 09/2016 → 01/2020
    Lincoln Investment Planning
    Jenkintown, PA
  • 02/2020 → Present
    West Chester, PA
Previous Registrations
  • 2016-09-28 → 2020-01-10
    Horsham, PA
  • 2016-09-28 → 2020-01-10
    Jenkintown, PA
  • 2015-10-02 → 2016-10-07
    Osaic Fa, Inc.
    Thornton, PA
    Blue Bell, PA
    Thornston, PA
  • 2006-06-02 → 2015-10-05
    Ic Advisory Services, Inc.
    Thornton, PA
    Bedminster, NJ
  • 2005-06-01 → 2006-06-02
    The Investment Center, Inc.
    Thornton, PA
  • 2004-10-20 → 2005-05-25
    Banc Of America Investment Services, Inc.
    Wilmington, DE
  • 2004-08-12 → 2004-10-20
    Quick & Reilly, Inc.
    Wilmington, DE
Other Businesses

(1) MR. BURDUMY IS A LICENSED INSURANCE PROFESSIONAL.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-08-05
S63 Uniform Securities Agent State Law Examination 1986-08-06
  • S65 Uniform Investment Adviser Law Examination
    2004-08-05
  • S63 Uniform Securities Agent State Law Examination
    1986-08-06

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