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Advisor at WEALTHCARE ADVISORY PARTNERS LLC
Cincinnati, OH | 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 | Mar 31, 2022 | n/a | yes | WEST CHESTER, PA|Cincinnati, OH | Current employment |
| MARINER INDEPENDENT | Independent wealth | Mar 1, 2022 | Apr 7, 2022 | no | Cincinnati, OH | Previous registration |
| ADVICEPERIOD, LLC | Former SEC adviser | Feb 23, 2017 | Mar 30, 2022 | no | MASON, OH|CINCINNATI, OH|CINCINNATI, OH | Previous registration |
| LIFEPLAN FINANCIAL GROUP, INC. | Former SEC adviser | Jun 21, 2011 | Feb 14, 2017 | no | DAYTON, OH|MIAMISBURG, OH | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | May 18, 2006 | Sep 17, 2009 | no | Dayton, OH|CINCINNATI, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MARINER INDEPENDENT | WEALTHCARE ADVISORY PARTNERS LLC | Apr 7, 2022 | Mar 31, 2022 | -7 | Firm change | RIA to RIA |
| ADVICEPERIOD, LLC | MARINER INDEPENDENT | Mar 30, 2022 | Mar 1, 2022 | -29 | Bulk transfer | RIA to RIA |
| LIFEPLAN FINANCIAL GROUP, INC. | ADVICEPERIOD, LLC | Feb 14, 2017 | Feb 23, 2017 | 9 | Firm change | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | LIFEPLAN FINANCIAL GROUP, INC. | Sep 17, 2009 | Jun 21, 2011 | 642 | Firm change after gap | Other |