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Advisor at WEALTHCARE CAPITAL PARTNERS, LLC
LEESBURG, VA | 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 CAPITAL PARTNERS, LLC | Independent wealth | Jul 23, 2024 | n/a | yes | LEESBURG, VA|WEST CHESTER, PA | Current employment |
| ABICH FINANCIAL WEALTH MANAGEMENT, LLC | Independent wealth | Jul 19, 2023 | Aug 20, 2024 | no | ASHBURN, VA | Previous registration |
| EDELMAN FINANCIAL ENGINES | Independent wealth | Feb 26, 2020 | Jul 29, 2023 | no | FAIRFAX, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ABICH FINANCIAL WEALTH MANAGEMENT, LLC | WEALTHCARE CAPITAL PARTNERS, LLC | Aug 20, 2024 | Jul 23, 2024 | -28 | Firm change | RIA to new firm |
| EDELMAN FINANCIAL ENGINES | ABICH FINANCIAL WEALTH MANAGEMENT, LLC | Jul 29, 2023 | Jul 19, 2023 | -10 | Firm change | RIA to RIA |