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Advisor at WEALTHCARE ADVISORY PARTNERS LLC
HARLEYSVILLE, PA | 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 ADVISORY PARTNERS LLC | Bd affiliated wealth | Jul 8, 2022 | n/a | yes | HARLEYSVILLE, PA|WEST CHESTER, PA | Current employment |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Bd affiliated wealth | Nov 6, 2019 | Jun 27, 2022 | no | PLYMOUTH, MN|Warren, NJ | Previous registration |
| AEPG WEALTH STRATEGIES | Former SEC adviser | Oct 17, 2016 | Oct 2, 2019 | no | WARREN, NJ | Previous registration |
| M HOLDINGS SECURITIES, INC. | Bd affiliated wealth | Mar 19, 2014 | Sep 16, 2016 | no | Morristown, NJ | Previous registration |
| MUNTZ FINANCIAL, LLC | Independent wealth | Jan 25, 2013 | Feb 3, 2014 | no | DOYLESTOWN, PA | Previous registration |
| MUNTZ FINANCIAL, LLC | Independent wealth | May 22, 2009 | Dec 18, 2009 | no | DOYLESTOWN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | WEALTHCARE ADVISORY PARTNERS LLC | Jun 27, 2022 | Jul 8, 2022 | 11 | Firm change | Ibd to RIA |
| AEPG WEALTH STRATEGIES | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Oct 2, 2019 | Nov 6, 2019 | 35 | Firm change | RIA to ibd |
| M HOLDINGS SECURITIES, INC. | AEPG WEALTH STRATEGIES | Sep 16, 2016 | Oct 17, 2016 | 31 | Firm change | Other |
| MUNTZ FINANCIAL, LLC | M HOLDINGS SECURITIES, INC. | Feb 3, 2014 | Mar 19, 2014 | 44 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 109859:116407:NJ:2019-10-02 | Oct 2, 2019 | Nov 6, 2019 | WARREN, NJ | Firm change |