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Advisor at WEALTHCARE ADVISORY PARTNERS LLC
WEST CHESTER, PA | WINCHESTER, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WEALTHCARE ADVISORY PARTNERS LLC | Bd affiliated wealth | Jan 2, 2024 | n/a | yes | WINCHESTER, VA|WEST CHESTER, PA | Current employment |
| WATER STREET FINANCIAL LLC | Former SEC adviser | Oct 1, 2021 | Dec 31, 2023 | no | WINCHESTER, VA | Previous registration |
| WEALTHCARE ADVISORY PARTNERS LLC | Bd affiliated wealth | Feb 4, 2016 | Sep 30, 2021 | no | Winchester, VA|WEST CHESTER, PA|WINCHESTER, VA | Previous registration |
| OSAIC INSTITUTIONS, INC. | Bd affiliated wealth | Apr 29, 2010 | Jan 29, 2016 | no | STRASBURG, VA|Winchester, VA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Oct 8, 2007 | Apr 26, 2010 | no | WINCHESTER, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WATER STREET FINANCIAL LLC | WEALTHCARE ADVISORY PARTNERS LLC | Dec 31, 2023 | Jan 2, 2024 | 2 | Firm change | RIA to RIA |
| WEALTHCARE ADVISORY PARTNERS LLC | WATER STREET FINANCIAL LLC | Sep 30, 2021 | Oct 1, 2021 | 1 | Firm change | RIA to new firm |
| OSAIC INSTITUTIONS, INC. | WEALTHCARE ADVISORY PARTNERS LLC | Jan 29, 2016 | Feb 4, 2016 | 6 | Firm change | Other |
| WELLS FARGO ADVISORS | OSAIC INSTITUTIONS, INC. | Apr 26, 2010 | Apr 29, 2010 | 3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 314822:171976:VA:2023-12-31 | Dec 31, 2023 | Jan 2, 2024 | WINCHESTER, VA | Firm change |
| 171976:314822:VA:2021-09-30 | Sep 30, 2021 | Oct 1, 2021 | WINCHESTER, VA | Firm change |
| 35371:171976:VA:2016-01-29 | Jan 29, 2016 | Feb 4, 2016 | WINCHESTER, VA | Firm change |