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Advisor at WEALTHCARE CAPITAL PARTNERS, LLC
Indianola, IA | 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 | Indianola, IA|WEST CHESTER, PA | Current employment |
| WEALTHCARE ADVISORY PARTNERS LLC | Bd affiliated wealth | Oct 10, 2019 | Dec 6, 2024 | no | Indianola, IA|WEST CHESTER, PA | Previous registration |
| EDWARD JONES | National bd RIA | May 10, 2010 | Oct 14, 2019 | no | DES MOINES, IA|Des Moines, IA|INDIANOLA, IA|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTHCARE ADVISORY PARTNERS LLC | WEALTHCARE CAPITAL PARTNERS, LLC | Dec 6, 2024 | Jul 12, 2024 | -147 | Firm change after gap | RIA to new firm |
| EDWARD JONES | WEALTHCARE ADVISORY PARTNERS LLC | Oct 14, 2019 | Oct 10, 2019 | -4 | Firm change | Ibd to RIA |