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 ADVISORY PARTNERS LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

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

Industry start

Sep 10, 1979earliest registration or exam on IAPD

Years in industry

47derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Sep 10, 1979

First registration

Mar 6, 2003

Dual registered

no

IAPD individual key

869879

• Occurred

  Sep 17, 2026
  Advisor changed firm

  Joseph Clark Parsons left Iam Advisory LLC for Wealthcare Advisory Partners LLC (registered 2026-07-15)

  Form ADVobserved 2 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4ad80981-2c02-9073-b4ef-d9d1809e6675

First observed

Mar 6, 2003

Last observed

Sep 18, 2026 2 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.