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Advisor at WEALTHCARE ADVISORY PARTNERS LLC
ROYAL OAK, MI | BLOOMFIELD HILLS, MI | 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 |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | Bd affiliated wealth | Jan 16, 2026 | n/a | yes | ROYAL OAK, MI|BLOOMFIELD HILLS, MI | Current employment |
| WEALTHCARE ADVISORY PARTNERS LLC | Bd affiliated wealth | Jun 23, 2025 | n/a | yes | WEST CHESTER, PA|BLOOMFIELD HILLS, MI | Current employment |
| EDWARD JONES | National bd RIA | Jan 23, 2013 | Jun 20, 2025 | no | ST LOUIS, MO|STERLING HEIGHTS, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | WEALTHCARE ADVISORY PARTNERS LLC | Jun 20, 2025 | Jun 23, 2025 | 3 | Firm change | Ibd to RIA |