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Advisor at WEALTHCARE ADVISORY PARTNERS LLC
WEST CHESTER, PA | Debary, FL
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 | Sep 1, 2021 | n/a | yes | Debary, FL|WEST CHESTER, PA | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Dec 2, 2013 | Sep 3, 2021 | no | ALTAMONTE SPRINGS, FL|Orlando, FL | Previous registration |
| CS PLANNING CORP | Independent wealth | May 26, 2010 | Dec 2, 2013 | no | PORTLAND, OR | Previous registration |
| STRATEGIC FINANCIAL CONSULTANTS, INC. | n/a | Apr 27, 2004 | Dec 2, 2013 | no | LAKE MARY, FL|LONGWOOD, FL | Previous registration |
| THE ADVISORS GROUP, INC. | n/a | Dec 18, 2002 | Jul 28, 2004 | no | ALTAMONTE SPRINGS, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | WEALTHCARE ADVISORY PARTNERS LLC | Sep 3, 2021 | Sep 1, 2021 | -2 | Firm change | Ibd to RIA |
| STRATEGIC FINANCIAL CONSULTANTS, INC. | CS PLANNING CORP | Dec 2, 2013 | May 26, 2010 | -1,286 | Firm change after gap | Other |
| CS PLANNING CORP | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Dec 2, 2013 | Dec 2, 2013 | 0 | Firm change | Other |
| THE ADVISORS GROUP, INC. | STRATEGIC FINANCIAL CONSULTANTS, INC. | Jul 28, 2004 | Apr 27, 2004 | -92 | Firm change after gap | Other |