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Advisor at WEALTHCARE ADVISORY PARTNERS LLC
Weston, FL | 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 | May 13, 2019 | n/a | yes | WEST CHESTER, PA|Weston, FL | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Apr 11, 2017 | Feb 4, 2019 | no | Dallas, TX|SAN DIEGO, CA|DALLAS, TX|LUCAS, TX|WESTON, FL | Previous registration |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Feb 3, 2016 | May 13, 2019 | no | Dallas, TX|Dallas, TX|Cooper City, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Nov 15, 2011 | Feb 3, 2016 | no | DALLAS, TX|DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL PARTNERS | LPL FINANCIAL LLC | May 13, 2019 | Apr 11, 2017 | -762 | Firm change after gap | Other |
| LPL FINANCIAL LLC | WEALTHCARE ADVISORY PARTNERS LLC | Feb 4, 2019 | May 13, 2019 | 98 | Firm change | RIA to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | INDEPENDENT FINANCIAL PARTNERS | Feb 3, 2016 | Feb 3, 2016 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 125112:6413:FL:2019-04-26 | May 13, 2019 | Apr 11, 2017 | COOPER CITY, FL | Firm change after gap |
| 7691:125112:TX:2016-02-03 | Feb 3, 2016 | Feb 3, 2016 | DALLAS, TX | Firm change |