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Advisor at WEALTHCARE CAPITAL MANAGEMENT LLC
NEWTOWN SQUARE, PA | RICHMOND, VA
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 CAPITAL MANAGEMENT LLC | Independent wealth | Mar 27, 2014 | n/a | yes | NEWTOWN SQUARE, PA|RICHMOND, VA | Current employment |
| SIGHTLINE INVESTMENTS, LLC | Former SEC adviser | Jul 26, 2010 | Mar 31, 2014 | no | MALVERN, PA | Previous registration |
| OSAIC FA, INC. | Former SEC adviser | Sep 20, 2006 | Apr 3, 2007 | no | PHILADELPHIA, PA|RADNOR, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SIGHTLINE INVESTMENTS, LLC | WEALTHCARE CAPITAL MANAGEMENT LLC | Mar 31, 2014 | Mar 27, 2014 | -4 | Firm change | Other |
| OSAIC FA, INC. | SIGHTLINE INVESTMENTS, LLC | Apr 3, 2007 | Jul 26, 2010 | 1,210 | Firm change after gap | Other |