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Advisor at WEALTHCARE ADVISORY 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 12, 2024 | n/a | yes | LEESBURG, VA|WEST CHESTER, PA | Current employment |
| WEALTHCARE ADVISORY PARTNERS LLC | Bd affiliated wealth | Nov 11, 2019 | n/a | yes | LEESBURG, VA|WEST CHESTER, PA | Current employment |
| HSBC SECURITIES (USA) INC. | Bd affiliated wealth | Jan 6, 2011 | Feb 13, 2015 | no | FAIRFAX, VA|RESTON, VA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jun 6, 2007 | Dec 14, 2010 | no | CHANTILLY, VA|CENTREVILLE, VA|MCLEAN, VA|MCLEAN, VA|CHANTILLY, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HSBC SECURITIES (USA) INC. | WEALTHCARE ADVISORY PARTNERS LLC | Feb 13, 2015 | Nov 11, 2019 | 1,732 | Firm change after gap | Other |
| WELLS FARGO ADVISORS | HSBC SECURITIES (USA) INC. | Dec 14, 2010 | Jan 6, 2011 | 23 | Firm change | Other |