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Advisor at WEALTHCARE ADVISORY PARTNERS LLC
WEST CHESTER, PA | Santa Barbara, CA
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 16, 2019 | n/a | yes | Santa Barbara, CA|WEST CHESTER, PA | Current employment |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Aug 6, 2012 | May 2, 2019 | no | SANTA BARBARA, CA|SANTA BARBARA, CA | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Dec 15, 1997 | Jan 10, 2006 | no | SANTA BARBARA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL PARTNERS | WEALTHCARE ADVISORY PARTNERS LLC | May 2, 2019 | May 16, 2019 | 14 | Firm change | Ibd to RIA |
| AMERIPRISE FINANCIAL SERVICES, LLC | INDEPENDENT FINANCIAL PARTNERS | Jan 10, 2006 | Aug 6, 2012 | 2,400 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 125112:171976:CA:2019-05-02 | May 2, 2019 | May 16, 2019 | SANTA BARBARA, CA | Firm change |