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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-12-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hillview Capital Advisors | Radnor | PA | 04/2001 | 08/2019 |
| Regentatlantic Capital, Llc | Morristown | NJ | 09/2019 | 03/2023 |
| Ci Regentatlantic Private Wealth | Malvern | PA | 12/2022 | 03/2023 |
| Unemployed | Malvern | PA | 03/2023 | 12/2023 |
| Wealthcare Advisory Partners Llc | West Chester | PA | 12/2023 | Present |
1. Help Hope Live INVESTMENT RELATED: No ADDRESS: 2 Radnor Corporate Center, Suite 100, Radnor, PA 19087 NATURE: Charitable Organization POSITION: Board Member START DATE: 10/01/2012 HOURS: 6 DUTIES: Prepare for and attend board meetings, attend investment committee meetings and events.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-25 |
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