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Advisor at WEALTHCARE ADVISORY PARTNERS LLC
WEST CHESTER, PA
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 | Dec 26, 2023 | n/a | yes | WEST CHESTER, PA | Current employment |
| Corient | Independent wealth | Dec 12, 2022 | Apr 10, 2023 | no | MORRISTOWN, NJ|MALVERN, PA|WAYNE, PA | Previous registration |
| Regentatlantic | Former SEC adviser | Sep 10, 2019 | Mar 31, 2023 | no | Wayne, PA|Morristown, NJ | Previous registration |
| HILLVIEW CAPITAL ADVISORS, LLC | Former SEC adviser | Aug 27, 2001 | Sep 3, 2019 | no | ARDMORE, PA|WAYNE, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Corient | WEALTHCARE ADVISORY PARTNERS LLC | Apr 10, 2023 | Dec 26, 2023 | 260 | Firm change | Ibd to RIA |
| Regentatlantic | Corient | Mar 31, 2023 | Dec 12, 2022 | -109 | Bulk transfer | RIA to RIA |
| HILLVIEW CAPITAL ADVISORS, LLC | Regentatlantic | Sep 3, 2019 | Sep 10, 2019 | 7 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 109071:105995:PA:2019-09-03 | Sep 3, 2019 | Sep 10, 2019 | WAYNE, PA | Firm change |