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.

Current firm

WEALTHCARE CAPITAL PARTNERS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 1, 1988earliest registration or exam on IAPD

Years in industry

37derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65

First exam

Apr 19, 1999

First registration

May 12, 1999

Dual registered

yes, broker-dealer

IAPD individual key

1878425

• Occurred

  Dec 4, 2024
  Advisor changed firm

  Carol M Ashmen left Atlantic Financial Services, Inc. for Wealthcare Capital Partners, Llc (registered 2024-05-09)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:49c0060c-0cc6-09e9-1fae-987040daa7f7

First observed

May 12, 1999

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.