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Advisor at WEALTHCARE ADVISORY PARTNERS LLC
Neptune, NJ | 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 | Jan 1, 2026 | n/a | yes | Neptune, NJ|WEST CHESTER, PA | Current employment |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Sep 29, 2022 | Aug 3, 2023 | no | NEPTUNE CITY, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SECURITIES AMERICA ADVISORS, INC. | WEALTHCARE ADVISORY PARTNERS LLC | Aug 3, 2023 | Jan 1, 2026 | 882 | Firm change after gap | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110518:171976:NJ:2023-08-03 | Aug 3, 2023 | Jan 1, 2026 | NEPTUNE CITY, NJ | Firm change after gap |