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Advisor at WEALTHCARE CAPITAL MANAGEMENT LLC
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 | Apr 9, 2018 | n/a | yes | RICHMOND, VA | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Apr 28, 2017 | Apr 2, 2018 | no | MIDLOTHIAN, VA|MIDLOTHIAN, VA | Previous registration |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Aug 15, 2016 | Apr 3, 2017 | no | North Chesterfield, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | WEALTHCARE CAPITAL MANAGEMENT LLC | Apr 2, 2018 | Apr 9, 2018 | 7 | Firm change | RIA to RIA |
| SECURITIES AMERICA ADVISORS, INC. | LPL FINANCIAL LLC | Apr 3, 2017 | Apr 28, 2017 | 25 | Firm change | Other |